Global Retirement Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Global Retirement Partners’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	$1.29M	Buy	+37,312	New	+$1.24M	0.02%	659
2025 Q4	$926K	Buy	31,322 +3,185	+11%	+$95.8K	0.02%	696
2025 Q3	$833K	Buy	28,137 +11,163	+66%	+$312K	0.02%	601
2025 Q2	$461K	Buy	+16,974	New	+$431K	0.01%	748
2024 Q4	$80.7K	Buy	3,270 +1,417	+76%	+$36.9K	﹤0.01%	1383
2024 Q3	$50K	Buy	1,853 +1,433	+341%	+$37.4K	﹤0.01%	1555
2024 Q2	$10.8K	Hold	420	–	–	﹤0.01%	2287
2024 Q1	$10.8K	Hold	420	–	–	﹤0.01%	2090
2023 Q4	$9.89K	Buy	420 +319	+316%	+$7.13K	﹤0.01%	2069
2023 Q3	$2.14K	Buy	101 +1	+1%	+$23	﹤0.01%	2516
2023 Q2	$2.35K	Hold	100	–	–	﹤0.01%	2484
2023 Q1	$2.29K	Buy	+100	New	+$2.24K	﹤0.01%	2455

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

Global Retirement Partners's CGXU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group International Focus Equity ETF (CGXU) in Q2 2026: 37,312 shares worth $1.29M. The stake represents 0.02% of the portfolio and ranks #659 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGXU as recently as Q4 2025.

Global Retirement Partners first reported a position in CGXU in Q1 2023 and has held it in 12 quarters since. 382 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Global Retirement Partners held 37,312 shares of Capital Group International Focus Equity ETF worth $1.29M as of Q2 2026.
Capital Group International Focus Equity ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group International Focus Equity ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #659 holding.
Global Retirement Partners first reported a position in Capital Group International Focus Equity ETF in Q1 2023 and has held it in 12 quarters since.
382 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.