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

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

First Heartland Consultants's CGIE Position: Q2 2026 in Review

First Heartland Consultants reduced its Capital Group International Equity ETF (CGIE) stake by 0.49% in Q2 2026, selling an estimated $6.51K and leaving 36,805 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #183.

First Heartland Consultants first reported a position in CGIE in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

First Heartland Consultants held 36,805 shares of Capital Group International Equity ETF worth $1.35M as of Q2 2026.
First Heartland Consultants sold 181 Capital Group International Equity ETF shares in Q2 2026, an estimated $6.51K.
Capital Group International Equity ETF made up 0.09% of First Heartland Consultants's portfolio in Q2 2026, its #183 holding.
First Heartland Consultants first reported a position in Capital Group International Equity ETF in Q4 2024 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.