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

Evernest Financial Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.18M	Sell	96,874 -33,010	-25%	-$1.04M	0.66%	31
2026 Q1	$4.04M	Sell	129,884 -119,994	-48%	-$3.72M	0.84%	21
2025 Q4	$7.91M	Buy	249,878 +5,321	+2%	+$161K	1.66%	17
2025 Q3	$7.36M	Buy	244,557 +27,562	+13%	+$809K	2.06%	15
2025 Q2	$6.21M	Buy	216,995 +88,201	+68%	+$2.39M	2.01%	13
2025 Q1	$3.49M	Buy	128,794 +29,465	+30%	+$807K	1.25%	20
2024 Q4	$2.64M	Buy	99,329 +7,710	+8%	+$210K	0.68%	27
2024 Q3	$2.5M	Buy	+91,619	New	+$2.39M	0.67%	26

Other funds holding CGCV

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Evernest Financial Advisors's CGCV Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Capital Group Conservative Equity ETF (CGCV) stake by 25% in Q2 2026, selling an estimated $1.04M and leaving 96,874 shares worth $3.18M. The position accounts for 0.66% of the portfolio, ranked #31.

Evernest Financial Advisors first reported a position in CGCV in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.91M in Q4 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Evernest Financial Advisors held 96,874 shares of Capital Group Conservative Equity ETF worth $3.18M as of Q2 2026.
Evernest Financial Advisors sold 33,010 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.04M.
Capital Group Conservative Equity ETF made up 0.66% of Evernest Financial Advisors's portfolio in Q2 2026, its #31 holding.
Evernest Financial Advisors first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 8 quarters since.
Evernest Financial Advisors's Capital Group Conservative Equity ETF position peaked at $7.91M in Q4 2025.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.