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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Evernest Financial Advisors's CGCV Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Capital Group Conservative Equity ETF (CGCV) stake by 48% in Q1 2026, selling an estimated $3.72M and leaving 129,884 shares worth $4.04M. The position accounts for 0.84% of the portfolio, ranked #21.

Evernest Financial Advisors first reported a position in CGCV in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.91M in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Evernest Financial Advisors held 129,884 shares of Capital Group Conservative Equity ETF worth $4.04M as of Q1 2026.
  • Evernest Financial Advisors sold 119,994 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $3.72M.
  • Capital Group Conservative Equity ETF made up 0.84% of Evernest Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Evernest Financial Advisors first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Evernest Financial Advisors's Capital Group Conservative Equity ETF position peaked at $7.91M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.