EFG
CGIC

Everest Financial Group’s Capital Group International Core Equity ETF CGIC Stock Holding History

Everest Financial Group’s Portfolio CGIC Stock Details CGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Hold
11,025
– – 0.05% 154
2026
Q1 		$365K Buy
+11,025
New +$377K 0.06% 149

Other funds holding CGIC

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Everest Financial Group's CGIC Position: Q2 2026 in Review

Everest Financial Group held its Capital Group International Core Equity ETF (CGIC) position steady in Q2 2026 at 11,025 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #154.

Everest Financial Group first reported a position in CGIC in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Everest Financial Group held 11,025 shares of Capital Group International Core Equity ETF worth $401K as of Q2 2026.
  • Everest Financial Group left its Capital Group International Core Equity ETF share count unchanged in Q2 2026.
  • Capital Group International Core Equity ETF made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #154 holding.
  • Everest Financial Group first reported a position in Capital Group International Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

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