CFA
CGCV

CWS Financial Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

CWS Financial Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.38M Buy
48,080
+6,214
+15% +$178K 0.4% 36
2025
Q1 		$1.14M Buy
41,866
+26,881
+179% +$729K 0.36% 39
2024
Q4 		$398K Buy
+14,985
New +$398K 0.13% 88