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

J. Derek Lewis & Associates’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 		$2.61M Buy
71,032
+17,050
+32% +$613K 0.49% 33
2026
Q1 		$1.83M Sell
53,982
-5,001
-8% -$178K 0.41% 35
2025
Q4 		$2.05M Buy
+58,983
New +$2.02M 0.48% 34

Other funds holding CGIE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
FFP
Freedom Financial Partners Oakdale, Minnesota $307M AUM 21.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

J. Derek Lewis & Associates increased its Capital Group International Equity ETF (CGIE) stake by 32% in Q2 2026, buying an estimated $613K and bringing the position to 71,032 shares worth $2.61M. The position accounts for 0.49% of the portfolio, ranked #33.

J. Derek Lewis & Associates first reported a position in CGIE in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

  • J. Derek Lewis & Associates held 71,032 shares of Capital Group International Equity ETF worth $2.61M as of Q2 2026.
  • J. Derek Lewis & Associates bought 17,050 Capital Group International Equity ETF shares in Q2 2026, an estimated $613K.
  • Capital Group International Equity ETF made up 0.49% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #33 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.