JDLA
CGIC

J. Derek Lewis & Associates’s Capital Group International Core Equity ETF CGIC Stock Holding History

J. Derek Lewis & Associates’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 		$6.95M Buy
191,062
+49,006
+34% +$1.75M 1.31% 16
2026
Q1 		$4.73M Buy
142,056
+24,881
+21% +$852K 1.06% 17
2025
Q4 		$3.81M Buy
+117,175
New +$3.69M 0.89% 24

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

J. Derek Lewis & Associates's CGIC Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group International Core Equity ETF (CGIC) stake by 34% in Q2 2026, buying an estimated $1.75M and bringing the position to 191,062 shares worth $6.95M. The position accounts for 1.31% of the portfolio, ranked #16.

J. Derek Lewis & Associates 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.

  • J. Derek Lewis & Associates held 191,062 shares of Capital Group International Core Equity ETF worth $6.95M as of Q2 2026.
  • J. Derek Lewis & Associates bought 49,006 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $1.75M.
  • Capital Group International Core Equity ETF made up 1.31% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #16 holding.
  • J. Derek Lewis & Associates 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 J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.