EWA
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EverSource Wealth Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

EverSource Wealth Advisors’s Portfolio CGXU Stock Details CGXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2M Buy
611,144
+58,645
+11% +$1.95M 0.71% 30
2026
Q1 		$16.3M Buy
552,499
+10,911
+2% +$336K 0.5% 43
2025
Q4 		$16M Buy
541,588
+30,337
+6% +$913K 0.59% 37
2025
Q3 		$15.1M Buy
511,251
+34,466
+7% +$963K 0.6% 38
2025
Q2 		$12.9M Buy
476,785
+73,850
+18% +$1.88M 0.58% 39
2025
Q1 		$9.86M Buy
402,935
+125,436
+45% +$3.21M 0.54% 46
2024
Q4 		$6.85M Buy
277,499
+272,292
+5,229% +$7.08M 0.38% 63
2024
Q3 		$140K Buy
5,207
+664
+15% +$17.3K 0.01% 679
2024
Q2 		$118K Buy
4,543
+9
+0.2% +$232 0.01% 732
2024
Q1 		$115K Buy
4,534
+61
+1% +$1.49K 0.01% 657
2023
Q4 		$107K Buy
4,473
+529
+13% +$11.8K 0.01% 615
2023
Q3 		$85.7K Buy
3,944
+1,434
+57% +$33K 0.01% 626
2023
Q2 		$59K Buy
2,510
+157
+7% +$3.66K 0.01% 773
2023
Q1 		$54.6K Buy
2,353
+728
+45% +$16.3K 0.01% 765
2022
Q4 		$33.8K Buy
1,625
+217
+15% +$4.44K 0.01% 905
2022
Q3 		$26K Sell
1,408
-1,574
-53% -$32.6K 0.01% 808
2022
Q2 		$62K Buy
2,982
+1,842
+162% +$41.2K 0.02% 545
2022
Q1 		$28K Buy
+1,140
New +$27.1K 0.01% 586

Other funds holding CGXU

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Capital Group International Focus Equity ETF (CGXU) stake by 11% in Q2 2026, buying an estimated $1.95M and bringing the position to 611,144 shares worth $21.2M. The position accounts for 0.71% of the portfolio, ranked #30.

EverSource Wealth Advisors first reported a position in CGXU in Q1 2022 and has held it in 18 quarters since. 198 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • EverSource Wealth Advisors held 611,144 shares of Capital Group International Focus Equity ETF worth $21.2M as of Q2 2026.
  • EverSource Wealth Advisors bought 58,645 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $1.95M.
  • Capital Group International Focus Equity ETF made up 0.71% of EverSource Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • EverSource Wealth Advisors first reported a position in Capital Group International Focus Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 198 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

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