Kerntke Otto McGlone Wealth Management Group’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio CGXU Stock Details CGXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	47,563 +1,361	+3%	+$45.2K	1%	21
2026 Q1	$1.36M	Buy	46,202 +2,354	+5%	+$72.6K	0.93%	22
2025 Q4	$1.3M	Buy	43,848 +3,044	+7%	+$91.6K	0.92%	22
2025 Q3	$1.21M	Buy	40,804 +3,153	+8%	+$88.1K	0.91%	23
2025 Q2	$1.02M	Buy	37,651 +3,475	+10%	+$88.3K	0.81%	25
2025 Q1	$837K	Buy	34,176 +2,746	+9%	+$70.2K	0.73%	25
2024 Q4	$775K	Buy	31,430 +694	+2%	+$18.1K	0.57%	28
2024 Q3	$829K	Buy	30,736 +1,001	+3%	+$26.1K	0.69%	28
2024 Q2	$765K	Buy	29,735 +3,851	+15%	+$99.4K	0.71%	24
2024 Q1	$667K	Buy	25,884 +5,803	+29%	+$142K	0.66%	29
2023 Q4	$479K	Buy	20,081 +1,171	+6%	+$26.2K	0.48%	36
2023 Q3	$411K	Sell	18,910 -844	-4%	-$19.4K	0.42%	37
2023 Q2	$465K	Buy	19,754 +3,348	+20%	+$78K	0.46%	38
2023 Q1	$380K	Buy	16,406 +1,862	+13%	+$41.6K	0.39%	43
2022 Q4	$303K	Buy	+14,544	New	+$298K	0.35%	46

Other funds holding CGXU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

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

Kerntke Otto McGlone Wealth Management Group's CGXU Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Capital Group International Focus Equity ETF (CGXU) stake by 2.9% in Q2 2026, buying an estimated $45.2K and bringing the position to 47,563 shares worth $1.65M. The position accounts for 1% of the portfolio, ranked #21.

Kerntke Otto McGlone Wealth Management Group first reported a position in CGXU in Q4 2022 and has held it in 15 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 47,563 shares of Capital Group International Focus Equity ETF worth $1.65M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 1,361 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $45.2K.
Capital Group International Focus Equity ETF made up 1% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #21 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Capital Group International Focus Equity ETF in Q4 2022 and has held it in 15 quarters since.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.