CMC Financial Group’s Capital Group International Core Equity ETF CGIC Stock Holding History

CMC Financial Group’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Sell	52,830 -59,974	-53%	-$2.05M	3.43%	8
2025 Q4	$3.67M	Sell	112,804 -1,391	-1%	-$43.8K	6.54%	7
2025 Q3	$3.52M	Buy	+114,195	New	+$3.41M	6.51%	6

Other funds holding CGIC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CMC Financial Group's CGIC Position: Q1 2026 in Review

CMC Financial Group reduced its Capital Group International Core Equity ETF (CGIC) stake by 53% in Q1 2026, selling an estimated $2.05M and leaving 52,830 shares worth $1.75M. The position accounts for 3.43% of the portfolio, ranked #8.

CMC Financial Group first reported a position in CGIC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.67M in Q4 2025. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

CMC Financial Group held 52,830 shares of Capital Group International Core Equity ETF worth $1.75M as of Q1 2026.
CMC Financial Group sold 59,974 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $2.05M.
Capital Group International Core Equity ETF made up 3.43% of CMC Financial Group's portfolio in Q1 2026, its #8 holding.
CMC Financial Group first reported a position in Capital Group International Core Equity ETF in Q3 2025 and has held it in 3 quarters since.
CMC Financial Group's Capital Group International Core Equity ETF position peaked at $3.67M in Q4 2025.
187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.