EFA
CGCV

Evernest Financial Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Evernest Financial Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.21M Buy
216,995
+88,201
+68% +$2.52M 2.01% 13
2025
Q1 		$3.49M Buy
128,794
+29,465
+30% +$799K 1.25% 20
2024
Q4 		$2.64M Buy
99,329
+7,710
+8% +$205K 0.68% 27
2024
Q3 		$2.5M Buy
+91,619
New +$2.5M 0.67% 26