EverSource Wealth Advisors’s Capital Group International Equity ETF CGIE Stock Holding History

EverSource Wealth 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	$38.1K	Buy	1,037 +144	+16%	+$5.18K	﹤0.01%	1948
2026 Q1	$30.2K	Buy	+893	New	+$31.7K	﹤0.01%	2241

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

EverSource Wealth Advisors's CGIE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Capital Group International Equity ETF (CGIE) stake by 16% in Q2 2026, buying an estimated $5.18K and bringing the position to 1,037 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

EverSource Wealth Advisors first reported a position in CGIE in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

EverSource Wealth Advisors held 1,037 shares of Capital Group International Equity ETF worth $38.1K as of Q2 2026.
EverSource Wealth Advisors bought 144 Capital Group International Equity ETF shares in Q2 2026, an estimated $5.18K.
Capital Group International Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1948 holding.
EverSource Wealth Advisors first reported a position in Capital Group International Equity ETF in Q1 2026 and has held it in 2 quarters since.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.