Concurrent Investment Advisors’s Capital Group International Core Equity ETF CGIC Stock Holding History

Concurrent Investment Advisors’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 Q2	$4.69M	Buy	128,974 +78,714	+157%	+$2.81M	0.04%	450
2026 Q1	$1.66M	Buy	+50,260	New	+$1.72M	0.02%	682

Other funds holding CGIC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

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

Concurrent Investment Advisors's CGIC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Capital Group International Core Equity ETF (CGIC) stake by 157% in Q2 2026, buying an estimated $2.81M and bringing the position to 128,974 shares worth $4.69M. The position accounts for 0.04% of the portfolio, ranked #450.

Concurrent Investment Advisors first reported a position in CGIC in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Concurrent Investment Advisors held 128,974 shares of Capital Group International Core Equity ETF worth $4.69M as of Q2 2026.
Concurrent Investment Advisors bought 78,714 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $2.81M.
Capital Group International Core Equity ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #450 holding.
Concurrent Investment Advisors first reported a position in Capital Group International Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.