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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$627K Buy
2025
Q1 		$241K Buy