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Integrated Wealth Concepts’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Integrated Wealth Concepts’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 		$561K Buy
16,198
+7,394
+84% +$246K ﹤0.01% 1706
2026
Q1 		$260K Buy
+8,804
New +$271K ﹤0.01% 1946

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
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

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

Integrated Wealth Concepts increased its Capital Group International Focus Equity ETF (CGXU) stake by 84% in Q2 2026, buying an estimated $246K and bringing the position to 16,198 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Integrated Wealth Concepts first reported a position in CGXU in Q1 2026 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • Integrated Wealth Concepts held 16,198 shares of Capital Group International Focus Equity ETF worth $561K as of Q2 2026.
  • Integrated Wealth Concepts bought 7,394 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $246K.
  • Capital Group International Focus Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1706 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group International Focus Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

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