IFWM
CGIC

Institute for Wealth Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

Institute for Wealth Management’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 		$10.6K Buy
+292
New +$10.4K ﹤0.01% 1303

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Institute for Wealth Management's CGIC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Capital Group International Core Equity ETF (CGIC) in Q2 2026: 292 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings.

150 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Institute for Wealth Management held 292 shares of Capital Group International Core Equity ETF worth $10.6K as of Q2 2026.
  • Capital Group International Core Equity ETF was a new Institute for Wealth Management position in Q2 2026.
  • Capital Group International Core Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1303 holding.
  • 150 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.