Evergreen Wealth Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Evergreen Wealth Partners’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	$201K	Buy	+5,818	New	+$193K	0.12%	88

Other funds holding CGXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Evergreen Wealth Partners's CGXU Position: Q2 2026 in Review

Evergreen Wealth Partners opened a new position in Capital Group International Focus Equity ETF (CGXU) in Q2 2026: 5,818 shares worth $201K. The stake represents 0.12% of the portfolio and ranks #88 among its holdings.

380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Evergreen Wealth Partners held 5,818 shares of Capital Group International Focus Equity ETF worth $201K as of Q2 2026.
Capital Group International Focus Equity ETF was a new Evergreen Wealth Partners position in Q2 2026.
Capital Group International Focus Equity ETF made up 0.12% of Evergreen Wealth Partners's portfolio in Q2 2026, its #88 holding.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.