IWC
CGIC

Integrated Wealth Concepts’s Capital Group International Core Equity ETF CGIC Stock Holding History

Integrated Wealth Concepts’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 		$636K Buy
17,470
+10,957
+168% +$391K ﹤0.01% 1633
2026
Q1 		$216K Buy
6,513
+282
+5% +$9.65K ﹤0.01% 2068
2025
Q4 		$203K Buy
+6,231
New +$196K ﹤0.01% 1524

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
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

Integrated Wealth Concepts's CGIC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group International Core Equity ETF (CGIC) stake by 168% in Q2 2026, buying an estimated $391K and bringing the position to 17,470 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Integrated Wealth Concepts first reported a position in CGIC in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Integrated Wealth Concepts held 17,470 shares of Capital Group International Core Equity ETF worth $636K as of Q2 2026.
  • Integrated Wealth Concepts bought 10,957 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $391K.
  • Capital Group International Core Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1633 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.