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

BFC Planning, Inc.’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	$2.06M	Buy	55,979 +28,217	+102%	+$1.02M	0.08%	244
2026 Q1	$939K	Buy	27,762 +15,145	+120%	+$538K	0.04%	373
2025 Q4	$439K	Buy	12,617 +170	+1%	+$5.83K	0.02%	587
2025 Q3	$420K	Buy	12,447 +4,775	+62%	+$158K	0.03%	431
2025 Q2	$253K	Buy	7,672 +5,660	+281%	+$176K	0.02%	540
2025 Q1	$59K	Hold	2,012	–	–	0.01%	1043
2024 Q4	$55.4K	Buy	+2,012	New	+$58K	﹤0.01%	1068

Other funds holding CGIE

Bank of New York Mellon New York $608B AUM 32.77% 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 $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

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

BFC Planning, Inc. increased its Capital Group International Equity ETF (CGIE) stake by 102% in Q2 2026, buying an estimated $1.02M and bringing the position to 55,979 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #244.

BFC Planning, Inc. 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.

BFC Planning, Inc. held 55,979 shares of Capital Group International Equity ETF worth $2.06M as of Q2 2026.
BFC Planning, Inc. bought 28,217 Capital Group International Equity ETF shares in Q2 2026, an estimated $1.02M.
Capital Group International Equity ETF made up 0.08% of BFC Planning, Inc.'s portfolio in Q2 2026, its #244 holding.
BFC Planning, Inc. 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 BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.