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

First Heartland Consultants’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	$233K	Buy	+6,732	New	+$224K	0.02%	544
2024 Q4	–	Sell	-9,395	Closed	-$253K	–	456
2024 Q3	$253K	Buy	9,395 +1,150	+14%	+$30K	0.03%	378
2024 Q2	$212K	Buy	+8,245	New	+$213K	0.01%	413

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

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

First Heartland Consultants opened a new position in Capital Group International Focus Equity ETF (CGXU) in Q2 2026: 6,732 shares worth $233K. The stake represents 0.02% of the portfolio and ranks #544 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in CGXU as recently as Q3 2024.

First Heartland Consultants first reported a position in CGXU in Q2 2024 and has held it in 3 quarters since. The position peaked at $253K in Q3 2024. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

First Heartland Consultants held 6,732 shares of Capital Group International Focus Equity ETF worth $233K as of Q2 2026.
Capital Group International Focus Equity ETF was a new First Heartland Consultants position in Q2 2026.
Capital Group International Focus Equity ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #544 holding.
First Heartland Consultants first reported a position in Capital Group International Focus Equity ETF in Q2 2024 and has held it in 3 quarters since.
First Heartland Consultants's Capital Group International Focus Equity ETF position peaked at $253K in Q3 2024.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

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