Independent Financial Group’s Capital Group International Core Equity ETF CGIC Stock Holding History

Independent Financial Group’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.02M	Buy	220,470 +11,352	+5%	+$405K	0.15%	134
2026 Q1	$6.92M	Buy	209,118 +78,403	+60%	+$2.68M	0.16%	129
2025 Q4	$4.25M	Buy	130,715 +29,278	+29%	+$923K	0.09%	199
2025 Q3	$3.13M	Buy	101,437 +33,501	+49%	+$999K	0.08%	253
2025 Q2	$1.98M	Buy	+67,936	New	+$1.86M	0.05%	340

Other funds holding CGIC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

CGPCS

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Financial Group's CGIC Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group International Core Equity ETF (CGIC) stake by 5.4% in Q2 2026, buying an estimated $405K and bringing the position to 220,470 shares worth $8.02M. The position accounts for 0.15% of the portfolio, ranked #134.

Independent Financial Group first reported a position in CGIC in Q2 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Independent Financial Group held 220,470 shares of Capital Group International Core Equity ETF worth $8.02M as of Q2 2026.
Independent Financial Group bought 11,352 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $405K.
Capital Group International Core Equity ETF made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #134 holding.
Independent Financial Group first reported a position in Capital Group International Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.