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Householder Group Estate & Retirement Specialist’s Capital Group International Equity ETF CGIE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-1,400
Closed -$42K – 648
2024
Q3 		$42K Buy
+1,400
New +$41.1K 0.01% 510

Other funds holding CGIE

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CGIE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Capital Group International Equity ETF (CGIE) in Q4 2024, closing a stake of 1,400 shares — an estimated $42K sold.

Householder Group Estate & Retirement Specialist first reported a position in CGIE in Q3 2024 and held it in 1 quarter. The position peaked at $42K in Q3 2024. 69 funds tracked by Wall St. Rank hold CGIE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Capital Group International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,400 Capital Group International Equity ETF shares in Q4 2024, an estimated $42K.
  • Householder Group Estate & Retirement Specialist first reported a position in Capital Group International Equity ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Capital Group International Equity ETF position peaked at $42K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.