Investment Planning Advisors’s Capital Group International Equity ETF CGIE Stock Holding History

Investment Planning Advisors’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	$1.42M	Buy	38,689 +1,681	+5%	+$60.5K	0.33%	34
2026 Q1	$1.25M	Sell	37,008 -81	-0.2%	-$2.88K	0.34%	33
2025 Q4	$1.29M	Buy	37,089 +13,184	+55%	+$452K	0.38%	31
2025 Q3	$806K	Sell	23,905 -3,321	-12%	-$110K	0.25%	42
2025 Q2	$896K	Sell	27,226 -19,623	-42%	-$610K	0.32%	32
2025 Q1	$1.37M	Buy	+46,849	New	+$1.36M	0.56%	26

Other funds holding CGIE

VWM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

StrongBox Wealth Lee's Summit, Missouri $351M AUM 16.71% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Investment Planning Advisors's CGIE Position: Q2 2026 in Review

Investment Planning Advisors increased its Capital Group International Equity ETF (CGIE) stake by 4.5% in Q2 2026, buying an estimated $60.5K and bringing the position to 38,689 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #34.

Investment Planning Advisors first reported a position in CGIE in Q1 2025 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Investment Planning Advisors held 38,689 shares of Capital Group International Equity ETF worth $1.42M as of Q2 2026.
Investment Planning Advisors bought 1,681 Capital Group International Equity ETF shares in Q2 2026, an estimated $60.5K.
Capital Group International Equity ETF made up 0.33% of Investment Planning Advisors's portfolio in Q2 2026, its #34 holding.
Investment Planning Advisors first reported a position in Capital Group International Equity ETF in Q1 2025 and has held it in 6 quarters since.
81 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.