EFS
CGMM

Essex Financial Services’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Essex Financial Services’s Portfolio CGMM Stock Details CGMM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$627K Buy
23,334
+13,239
+131% +$356K 0.04% 363
2025
Q1 		$241K Buy
+10,095
New +$241K 0.02% 554