Creative Financial Designs’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Creative Financial Designs’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	$14.7K	Buy	499 +6	+1%	+$185	﹤0.01%	1288
2025 Q4	$14.6K	Buy	493 +23	+5%	+$692	﹤0.01%	1246
2025 Q3	$13.9K	Buy	470 +5	+1%	+$140	﹤0.01%	1268
2025 Q2	$12.6K	Hold	465	–	–	﹤0.01%	1273
2025 Q1	$11.4K	Hold	465	–	–	﹤0.01%	1258
2024 Q4	$11.5K	Buy	465 +2	+0.4%	+$52	﹤0.01%	1199
2024 Q3	$12.5K	Buy	463 +2	+0.4%	+$52	﹤0.01%	1146
2024 Q2	$11.8K	Hold	461	–	–	﹤0.01%	1106
2024 Q1	$11.9K	Buy	461 +2	+0.4%	+$49	﹤0.01%	1092
2023 Q4	$10.9K	Hold	459	–	–	﹤0.01%	1065
2023 Q3	$9.97K	Buy	459 +3	+0.7%	+$69	﹤0.01%	1034
2023 Q2	$10.7K	Buy	+456	New	+$10.6K	﹤0.01%	995

Other funds holding CGXU

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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