Echo Wealth Management’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Echo Wealth Management’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
2024 Q2	–	Sell	-10,185	Closed	-$263K	–	47
2024 Q1	$263K	Buy	+10,185	New	+$249K	0.22%	39

Other funds holding CGXU

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CGPCS

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Echo Wealth Management's CGXU Position: Q2 2024 in Review

Echo Wealth Management sold out of Capital Group International Focus Equity ETF (CGXU) in Q2 2024, closing a stake of 10,185 shares — an estimated $263K sold.

Echo Wealth Management first reported a position in CGXU in Q1 2024 and held it in 1 quarter. The position peaked at $263K in Q1 2024. 229 funds tracked by Wall St. Rank hold CGXU as of Q2 2024.

Echo Wealth Management reported no remaining Capital Group International Focus Equity ETF position as of Q2 2024 after selling out during the quarter.
Echo Wealth Management sold 10,185 Capital Group International Focus Equity ETF shares in Q2 2024, an estimated $263K.
Echo Wealth Management first reported a position in Capital Group International Focus Equity ETF in Q1 2024 and held it in 1 quarter.
Echo Wealth Management's Capital Group International Focus Equity ETF position peaked at $263K in Q1 2024.
229 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2024.

Based on Echo Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.