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 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 $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Evernest Financial Advisors reduced its Capital Group International Equity ETF (CGIE) stake by 19% in Q1 2026, selling an estimated $2.92M and leaving 340,992 shares worth $12M. The position accounts for 2.5% of the portfolio, ranked #12.

Evernest Financial Advisors first reported a position in CGIE in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5M in Q4 2025. 160 funds tracked by Wall St. Rank hold CGIE as of Q1 2026.

Evernest Financial Advisors held 340,992 shares of Capital Group International Equity ETF worth $12M as of Q1 2026.
Evernest Financial Advisors sold 82,093 Capital Group International Equity ETF shares in Q1 2026, an estimated $2.92M.
Capital Group International Equity ETF made up 2.5% of Evernest Financial Advisors's portfolio in Q1 2026, its #12 holding.
Evernest Financial Advisors first reported a position in Capital Group International Equity ETF in Q4 2024 and has held it in 6 quarters since.
Evernest Financial Advisors's Capital Group International Equity ETF position peaked at $15.5M in Q4 2025.
160 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q1 2026.

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