EFS
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Essex Financial Services’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Essex Financial Services’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 		$1.25M Buy
36,226
+50
+0.1% +$1.66K 0.06% 270
2026
Q1 		$1.07M Buy
36,176
+2,558
+8% +$78.8K 0.06% 272
2025
Q4 		$993K Buy
33,618
+387
+1% +$11.6K 0.06% 280
2025
Q3 		$984K Buy
33,231
+2,554
+8% +$71.4K 0.06% 269
2025
Q2 		$832K Buy
30,677
+110
+0.4% +$2.8K 0.05% 296
2025
Q1 		$748K Buy
30,567
+3,109
+11% +$79.5K 0.05% 295
2024
Q4 		$677K Sell
27,458
-1,214
-4% -$31.6K 0.05% 313
2024
Q3 		$758K Buy
28,672
+295
+1% +$7.69K 0.05% 296
2024
Q2 		$711K Buy
28,377
+8,737
+44% +$226K 0.05% 300
2024
Q1 		$506K Buy
19,640
+12
+0.1% +$294 0.05% 323
2023
Q4 		$469K Sell
19,628
-140
-0.7% -$3.13K 0.05% 316
2023
Q3 		$430K Buy
19,768
+16
+0.1% +$368 0.05% 309
2023
Q2 		$465K Hold
19,752
– – 0.05% 294
2023
Q1 		$458K Hold
19,752
– – 0.05% 305
2022
Q4 		$411K Buy
+19,752
New +$404K 0.04% 310

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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Essex Financial Services's CGXU Position: Q2 2026 in Review

Essex Financial Services increased its Capital Group International Focus Equity ETF (CGXU) stake by 0.14% in Q2 2026, buying an estimated $1.66K and bringing the position to 36,226 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #270.

Essex Financial Services first reported a position in CGXU in Q4 2022 and has held it in 15 quarters since. 386 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • Essex Financial Services held 36,226 shares of Capital Group International Focus Equity ETF worth $1.25M as of Q2 2026.
  • Essex Financial Services bought 50 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $1.66K.
  • Capital Group International Focus Equity ETF made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #270 holding.
  • Essex Financial Services first reported a position in Capital Group International Focus Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 386 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.