Fiduciary Alliance’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Fiduciary Alliance’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	$2.3M	Sell	66,501 -707	-1%	-$23.5K	0.16%	161
2026 Q1	$2.15M	Sell	67,208 -887	-1%	-$27.3K	0.13%	173
2025 Q4	$2.01M	Sell	68,095 -259	-0.4%	-$7.79K	0.13%	160
2025 Q3	$2.02M	Buy	68,354 +1,223	+2%	+$34.2K	0.14%	152
2025 Q2	$1.82M	Buy	+67,131	New	+$1.71M	0.14%	149

Other funds holding CGXU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

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

Fiduciary Alliance's CGXU Position: Q2 2026 in Review

Fiduciary Alliance reduced its Capital Group International Focus Equity ETF (CGXU) stake by 1.1% in Q2 2026, selling an estimated $23.5K and leaving 66,501 shares worth $2.3M. The position accounts for 0.16% of the portfolio, ranked #161.

Fiduciary Alliance first reported a position in CGXU in Q2 2025 and has held it in 5 quarters since. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Fiduciary Alliance held 66,501 shares of Capital Group International Focus Equity ETF worth $2.3M as of Q2 2026.
Fiduciary Alliance sold 707 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $23.5K.
Capital Group International Focus Equity ETF made up 0.16% of Fiduciary Alliance's portfolio in Q2 2026, its #161 holding.
Fiduciary Alliance first reported a position in Capital Group International Focus Equity ETF in Q2 2025 and has held it in 5 quarters since.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.