IAM Advisory’s Capital Group International Focus Equity ETF CGXU Stock Holding History

IAM Advisory’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
2023 Q3	–	Sell	-9,053	Closed	-$213K	–	97
2023 Q2	$213K	Buy	+9,053	New	+$211K	0.07%	85

Other funds holding CGXU

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGPCS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJA

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

IAM Advisory's CGXU Position: Q3 2023 in Review

IAM Advisory sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2023, closing a stake of 9,053 shares — an estimated $213K sold.

IAM Advisory first reported a position in CGXU in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 157 funds tracked by Wall St. Rank hold CGXU as of Q3 2023.

IAM Advisory reported no remaining Capital Group International Focus Equity ETF position as of Q3 2023 after selling out during the quarter.
IAM Advisory sold 9,053 Capital Group International Focus Equity ETF shares in Q3 2023, an estimated $213K.
IAM Advisory first reported a position in Capital Group International Focus Equity ETF in Q2 2023 and held it in 1 quarter.
IAM Advisory's Capital Group International Focus Equity ETF position peaked at $213K in Q2 2023.
157 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2023.

Based on IAM Advisory's 13F filing for Q3 2023, filed 10 Oct 2023.