Evernest Financial Advisors’s Capital Group International Equity ETF CGIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.92M	Sell	269,804 -71,188	-21%	-$2.56M	2.08%	15
2026 Q1	$12M	Sell	340,992 -82,093	-19%	-$2.92M	2.5%	12
2025 Q4	$15.5M	Buy	423,085 +75,233	+22%	+$2.58M	3.25%	8
2025 Q3	$11.7M	Buy	347,852 +22,554	+7%	+$744K	3.29%	6
2025 Q2	$10.7M	Buy	325,298 +67,581	+26%	+$2.1M	3.47%	6
2025 Q1	$7.56M	Buy	257,717 +70,580	+38%	+$2.06M	2.71%	10
2024 Q4	$5.15M	Buy	+187,137	New	+$5.39M	1.34%	15

Other funds holding CGIE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CGPCS

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

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

Evernest Financial Advisors reduced its Capital Group International Equity ETF (CGIE) stake by 21% in Q2 2026, selling an estimated $2.56M and leaving 269,804 shares worth $9.92M. The position accounts for 2.08% of the portfolio, ranked #15.

Evernest Financial Advisors first reported a position in CGIE in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q4 2025. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Evernest Financial Advisors held 269,804 shares of Capital Group International Equity ETF worth $9.92M as of Q2 2026.
Evernest Financial Advisors sold 71,188 Capital Group International Equity ETF shares in Q2 2026, an estimated $2.56M.
Capital Group International Equity ETF made up 2.08% of Evernest Financial Advisors's portfolio in Q2 2026, its #15 holding.
Evernest Financial Advisors first reported a position in Capital Group International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Evernest Financial Advisors's Capital Group International Equity ETF position peaked at $15.5M in Q4 2025.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

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