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

BFC Planning, Inc.’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 Q3	$675K	Buy	19,683 +164	+0.8%	+$5.65K	0.03%	509
2026 Q2	$676K	Buy	19,519 +80	+0.4%	+$2.66K	0.03%	503
2026 Q1	$573K	Sell	19,439 -12,000	-38%	-$370K	0.03%	520
2025 Q4	$929K	Buy	31,439 +21,981	+232%	+$661K	0.04%	385
2025 Q3	$280K	Buy	9,458 +2,879	+44%	+$80.4K	0.02%	550
2025 Q2	$178K	Buy	6,579 +3,319	+102%	+$84.4K	0.01%	674
2025 Q1	$79.8K	Sell	3,260 -900	-22%	-$23K	0.01%	947
2024 Q4	$103K	Sell	4,160 -272	-6%	-$7.08K	0.01%	862
2024 Q3	$120K	Buy	+4,432	New	+$116K	0.01%	806

Other funds holding CGXU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

BFC Planning, Inc.'s CGXU Position: Q3 2026 in Review

BFC Planning, Inc. increased its Capital Group International Focus Equity ETF (CGXU) stake by 0.84% in Q3 2026, buying an estimated $5.65K and bringing the position to 19,683 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #509.

BFC Planning, Inc. first reported a position in CGXU in Q3 2024 and has held it in 9 quarters since. The position peaked at $929K in Q4 2025. 368 funds tracked by Wall St. Rank hold CGXU as of Q3 2026.

BFC Planning, Inc. held 19,683 shares of Capital Group International Focus Equity ETF worth $675K as of Q3 2026.
BFC Planning, Inc. bought 164 Capital Group International Focus Equity ETF shares in Q3 2026, an estimated $5.65K.
Capital Group International Focus Equity ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #509 holding.
BFC Planning, Inc. first reported a position in Capital Group International Focus Equity ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Capital Group International Focus Equity ETF position peaked at $929K in Q4 2025.
368 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.