Investmark Advisory Group’s Capital Group International Equity ETF CGIE Stock Holding History

Investmark Advisory Group’s Portfolio CGIE Stock Details CGIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Buy	12,476 +2,329	+23%	+$83.8K	0.17%	88
2026 Q1	$343K	Buy	10,147 +1,087	+12%	+$38.6K	0.15%	95
2025 Q4	$315K	Buy	9,060 +748	+9%	+$25.7K	0.13%	103
2025 Q3	$280K	Buy	8,312 +434	+6%	+$14.3K	0.12%	113
2025 Q2	$259K	Buy	+7,878	New	+$245K	0.12%	114

Other funds holding CGIE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CGPCS

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

Investmark Advisory Group's CGIE Position: Q2 2026 in Review

Investmark Advisory Group increased its Capital Group International Equity ETF (CGIE) stake by 23% in Q2 2026, buying an estimated $83.8K and bringing the position to 12,476 shares worth $459K. The position accounts for 0.17% of the portfolio, ranked #88.

Investmark Advisory Group first reported a position in CGIE in Q2 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Investmark Advisory Group held 12,476 shares of Capital Group International Equity ETF worth $459K as of Q2 2026.
Investmark Advisory Group bought 2,329 Capital Group International Equity ETF shares in Q2 2026, an estimated $83.8K.
Capital Group International Equity ETF made up 0.17% of Investmark Advisory Group's portfolio in Q2 2026, its #88 holding.
Investmark Advisory Group first reported a position in Capital Group International Equity ETF in Q2 2025 and has held it in 5 quarters since.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.