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

Evergreen Wealth Solutions’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	$1.04M	Buy	29,503 +2,933	+11%	+$97.4K	0.05%	203
2026 Q1	$784K	Buy	26,570 +15,672	+144%	+$483K	0.06%	191
2025 Q4	$322K	Buy	10,898 +243	+2%	+$7.31K	0.04%	161
2025 Q3	$316K	Buy	10,655 +5	+0%	+$140	0.18%	90
2025 Q2	$289K	Sell	10,650 -9,800	-48%	-$249K	0.17%	93
2025 Q1	$501K	Buy	+20,450	New	+$523K	0.34%	51

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 Solutions's CGXU Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group International Focus Equity ETF (CGXU) stake by 11% in Q2 2026, buying an estimated $97.4K and bringing the position to 29,503 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #203.

Evergreen Wealth Solutions first reported a position in CGXU in Q1 2025 and has held it in 6 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Evergreen Wealth Solutions held 29,503 shares of Capital Group International Focus Equity ETF worth $1.04M as of Q2 2026.
Evergreen Wealth Solutions bought 2,933 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $97.4K.
Capital Group International Focus Equity ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #203 holding.
Evergreen Wealth Solutions first reported a position in Capital Group International Focus Equity ETF in Q1 2025 and has held it in 6 quarters since.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.