Independent Advisor Alliance’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Independent Advisor Alliance’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	–	Sell	-9,194	Closed	-$271K	–	1130
2026 Q1	$271K	Buy	+9,194	New	+$283K	﹤0.01%	1373

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

Independent Advisor Alliance's CGXU Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group International Focus Equity ETF (CGXU) in Q2 2026, closing a stake of 9,194 shares — an estimated $271K sold.

Independent Advisor Alliance first reported a position in CGXU in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Independent Advisor Alliance reported no remaining Capital Group International Focus Equity ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 9,194 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $271K.
Independent Advisor Alliance first reported a position in Capital Group International Focus Equity ETF in Q1 2026 and held it in 1 quarter.
Independent Advisor Alliance's Capital Group International Focus Equity ETF position peaked at $271K in Q1 2026.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.