BFC Planning, Inc.’s Capital Group International Core Equity ETF CGIC Stock Holding History

BFC Planning, Inc.’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$620K	Buy	17,037 +1,692	+11%	+$60.4K	0.03%	535
2026 Q1	$508K	Buy	15,345 +300	+2%	+$10.3K	0.02%	565
2025 Q4	$489K	Buy	15,045 +2,359	+19%	+$74.4K	0.02%	556
2025 Q3	$391K	Buy	12,686 +1,470	+13%	+$43.8K	0.03%	452
2025 Q2	$327K	Buy	11,216 +5	+0%	+$137	0.03%	462
2025 Q1	$291K	Buy	11,211 +2,000	+22%	+$51.1K	0.03%	482
2024 Q4	$221K	Buy	+9,211	New	+$231K	0.02%	573

Other funds holding CGIC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

BFC Planning, Inc.'s CGIC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Capital Group International Core Equity ETF (CGIC) stake by 11% in Q2 2026, buying an estimated $60.4K and bringing the position to 17,037 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #535.

BFC Planning, Inc. first reported a position in CGIC in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

BFC Planning, Inc. held 17,037 shares of Capital Group International Core Equity ETF worth $620K as of Q2 2026.
BFC Planning, Inc. bought 1,692 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $60.4K.
Capital Group International Core Equity ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #535 holding.
BFC Planning, Inc. first reported a position in Capital Group International Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
222 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.