First Heartland Consultants’s Capital Group International Equity ETF CGIE Stock Holding History

First Heartland Consultants’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	$1.35M	Sell	36,805 -181	-0.5%	-$6.51K	0.09%	183
2026 Q1	$1.25M	Sell	36,986 -186	-0.5%	-$6.61K	0.1%	165
2025 Q4	$1.29M	Sell	37,172 -1,972	-5%	-$67.6K	0.1%	155
2025 Q3	$1.32M	Sell	39,144 -843	-2%	-$27.8K	0.11%	150
2025 Q2	$1.32M	Buy	39,987 +586	+1%	+$18.2K	0.12%	137
2025 Q1	$1.16M	Sell	39,401 -5,605	-12%	-$163K	0.12%	135
2024 Q4	$1.24M	Buy	+45,006	New	+$1.3M	0.13%	136

Other funds holding CGIE

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return