Gerber Kawasaki Wealth & Investment Management’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2022 Q3	–	Sell	-21,919	Closed	-$462K	–	241
2022 Q2	$462K	Buy	+21,919	New	+$491K	0.04%	161

Other funds holding CGXU

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGXU Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2022, closing a stake of 21,919 shares — an estimated $462K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGXU in Q2 2022 and held it in 1 quarter. The position peaked at $462K in Q2 2022. 76 funds tracked by Wall St. Rank hold CGXU as of Q3 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining Capital Group International Focus Equity ETF position as of Q3 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 21,919 Capital Group International Focus Equity ETF shares in Q3 2022, an estimated $462K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group International Focus Equity ETF in Q2 2022 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's Capital Group International Focus Equity ETF position peaked at $462K in Q2 2022.
76 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.