CWS Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

CWS Financial Advisors’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Buy	39,992 +397	+1%	+$16K	0.39%	43
2025 Q4	$1.59M	Sell	39,595 -1,280	-3%	-$51.1K	0.43%	37
2025 Q3	$1.62M	Buy	40,875 +294	+0.7%	+$11.3K	0.45%	32
2025 Q2	$1.5M	Buy	40,581 +2,534	+7%	+$86.3K	0.44%	33
2025 Q1	$1.27M	Buy	38,047 +1,845	+5%	+$64.8K	0.4%	35
2024 Q4	$1.27M	Buy	36,202 +6,334	+21%	+$222K	0.41%	33
2024 Q3	$1.02M	Buy	29,868 +3,254	+12%	+$107K	0.36%	32
2024 Q2	$858K	Buy	26,614 +3,931	+17%	+$123K	0.34%	32
2024 Q1	$707K	Sell	22,683 -289	-1%	-$8.57K	0.29%	34
2023 Q4	$650K	Buy	22,972 +1,712	+8%	+$45.1K	0.24%	59
2023 Q3	$534K	Buy	21,260 +8,514	+67%	+$221K	0.21%	71
2023 Q2	$327K	Buy	+12,746	New	+$311K	0.12%	111

Other funds holding CGUS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return