Envestnet Portfolio Solutions
CGXU icon

Envestnet Portfolio Solutions’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-9,309
Closed -$228K – 1536
2025
Q1 		$228K Sell
9,309
-2,321
-20% -$59.4K ﹤0.01% 1431
2024
Q4 		$287K Buy
+11,630
New +$303K ﹤0.01% 1527

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $377B 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Portfolio Solutions's CGXU Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Capital Group International Focus Equity ETF (CGXU) in Q2 2025, closing a stake of 9,309 shares — an estimated $228K sold.

Envestnet Portfolio Solutions first reported a position in CGXU in Q4 2024 and held it in 2 quarters. The position peaked at $287K in Q4 2024. 289 funds tracked by Wall St. Rank hold CGXU as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Capital Group International Focus Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,309 Capital Group International Focus Equity ETF shares in Q2 2025, an estimated $228K.
  • Envestnet Portfolio Solutions first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Capital Group International Focus Equity ETF position peaked at $287K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.