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ICA Group Wealth Management’s Capital Group International Focus Equity ETF CGXU Stock Holding History

ICA Group Wealth 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
2024
Q2 		$204K Buy
7,937
+3,160
+66% +$81.6K 0.12% 98
2024
Q1 		$123K Buy
4,777
+3,010
+170% +$73.7K 0.02% 363
2023
Q4 		$42.2K Buy
+1,767
New +$39.5K 0.01% 552

Other funds holding CGXU

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ICA Group Wealth Management's CGXU Position: Q2 2024 in Review

ICA Group Wealth Management increased its Capital Group International Focus Equity ETF (CGXU) stake by 66% in Q2 2024, buying an estimated $81.6K and bringing the position to 7,937 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #98.

ICA Group Wealth Management first reported a position in CGXU in Q4 2023 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold CGXU as of Q2 2024.

  • ICA Group Wealth Management held 7,937 shares of Capital Group International Focus Equity ETF worth $204K as of Q2 2024.
  • ICA Group Wealth Management bought 3,160 Capital Group International Focus Equity ETF shares in Q2 2024, an estimated $81.6K.
  • Capital Group International Focus Equity ETF made up 0.12% of ICA Group Wealth Management's portfolio in Q2 2024, its #98 holding.
  • ICA Group Wealth Management first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.