CWM
CGIC

Congress Wealth Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

Congress Wealth Management’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
2025
Q2 		$560K Hold
19,244
– – 0.01% 886
2025
Q1 		$500K Buy
+19,244
New +$492K 0.01% 815

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Congress Wealth Management's CGIC Position: Q2 2025 in Review

Congress Wealth Management held its Capital Group International Core Equity ETF (CGIC) position steady in Q2 2025 at 19,244 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #886.

Congress Wealth Management first reported a position in CGIC in Q1 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold CGIC as of Q2 2025.

  • Congress Wealth Management held 19,244 shares of Capital Group International Core Equity ETF worth $560K as of Q2 2025.
  • Congress Wealth Management left its Capital Group International Core Equity ETF share count unchanged in Q2 2025.
  • Capital Group International Core Equity ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #886 holding.
  • Congress Wealth Management first reported a position in Capital Group International Core Equity ETF in Q1 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.