Corient Private Wealth
CGXU icon

Corient Private Wealth’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Corient Private Wealth’s Portfolio CGXU Stock Details CGXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Sell
443,004
-134,522
-23% -$4.15M 0.01% 629
2025
Q4 		$17.1M Buy
577,526
+368,463
+176% +$11.1M 0.01% 606
2025
Q3 		$6.19M Buy
209,063
+44,692
+27% +$1.25M 0.01% 646
2025
Q2 		$4.46M Buy
+164,371
New +$4.18M 0.01% 734
2025
Q1 		– Sell
-122,496
Closed -$4.8K – 2315
2024
Q4 		$4.8K Sell
122,496
-28,893
-19% -$752K ﹤0.01% 2328
2024
Q3 		$4.08M Sell
151,389
-27,434
-15% -$715K 0.01% 814
2024
Q2 		$4.6M Sell
178,823
-135,921
-43% -$3.51M 0.01% 730
2024
Q1 		$8.11M Sell
314,744
-98,207
-24% -$2.41M 0.01% 579
2023
Q4 		$9.86M Sell
412,951
-37,037
-8% -$827K 0.02% 521
2023
Q3 		$9.78M Sell
449,988
-20,548
-4% -$473K 0.02% 485
2023
Q2 		$11.1M Buy
+470,536
New +$11M 0.03% 459

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return