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

Creative Planning’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 Q2	$343K	Buy	+9,917	New	+$329K	﹤0.01%	3473
2025 Q3	–	Sell	-7,649	Closed	-$208K	–	3930
2025 Q2	$208K	Sell	7,649 -1,073	-12%	-$27.3K	﹤0.01%	3192
2025 Q1	$214K	Buy	+8,722	New	+$223K	﹤0.01%	3011

Other funds holding CGXU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

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

Creative Planning's CGXU Position: Q2 2026 in Review

Creative Planning opened a new position in Capital Group International Focus Equity ETF (CGXU) in Q2 2026: 9,917 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #3473 among its holdings. This is a return to the name: Creative Planning previously reported a position in CGXU as recently as Q2 2025.

Creative Planning first reported a position in CGXU in Q1 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Creative Planning held 9,917 shares of Capital Group International Focus Equity ETF worth $343K as of Q2 2026.
Capital Group International Focus Equity ETF was a new Creative Planning position in Q2 2026.
Capital Group International Focus Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3473 holding.
Creative Planning first reported a position in Capital Group International Focus Equity ETF in Q1 2025 and has held it in 3 quarters since.
382 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.