International Assets Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

International Assets Investment Management’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$831K	Sell	18,731 -171	-0.9%	-$7.32K	0.05%	331
2026 Q1	$731K	Sell	18,902 -1,706	-8%	-$68.7K	0.05%	331
2025 Q4	$829K	Buy	20,608 +4,675	+29%	+$187K	0.06%	297
2025 Q3	$588K	Hold	15,933	–	–	0.05%	380
2025 Q2	$588K	Buy	15,933 +6,398	+67%	+$218K	0.05%	383
2025 Q1	$318K	Buy	9,535 +2,177	+30%	+$76.5K	0.03%	553
2024 Q4	$257K	Buy	7,358 +967	+15%	+$33.9K	0.02%	636
2024 Q3	$219K	Sell	6,391 -20	-0.3%	-$661	0.02%	572
2024 Q2	$207K	Buy	+6,411	New	+$200K	0.02%	695

Other funds holding CGUS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

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

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

International Assets Investment Management's CGUS Position: Q2 2026 in Review

International Assets Investment Management reduced its Capital Group Core Equity ETF (CGUS) stake by 0.9% in Q2 2026, selling an estimated $7.32K and leaving 18,731 shares worth $831K. The position accounts for 0.05% of the portfolio, ranked #331.

International Assets Investment Management first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

International Assets Investment Management held 18,731 shares of Capital Group Core Equity ETF worth $831K as of Q2 2026.
International Assets Investment Management sold 171 Capital Group Core Equity ETF shares in Q2 2026, an estimated $7.32K.
Capital Group Core Equity ETF made up 0.05% of International Assets Investment Management's portfolio in Q2 2026, its #331 holding.
International Assets Investment Management first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.