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EP Wealth Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

EP Wealth Advisors’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 		$5.43M Sell
156,703
-1,520
-1% -$50.5K 0.02% 370
2026
Q1 		$4.67M Sell
158,223
-7,996
-5% -$246K 0.02% 323
2025
Q4 		$4.91M Buy
+166,219
New +$5M 0.03% 282

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
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

EP Wealth Advisors's CGXU Position: Q2 2026 in Review

EP Wealth Advisors reduced its Capital Group International Focus Equity ETF (CGXU) stake by 0.96% in Q2 2026, selling an estimated $50.5K and leaving 156,703 shares worth $5.43M. The position accounts for 0.02% of the portfolio, ranked #370.

EP Wealth Advisors first reported a position in CGXU in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • EP Wealth Advisors held 156,703 shares of Capital Group International Focus Equity ETF worth $5.43M as of Q2 2026.
  • EP Wealth Advisors sold 1,520 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $50.5K.
  • Capital Group International Focus Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #370 holding.
  • EP Wealth Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.