Key Financial Inc’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Key Financial Inc’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	$186K	Buy	5,387 +1,340	+33%	+$44.5K	0.03%	313
2026 Q1	$119K	Hold	4,047	–	–	0.02%	375
2025 Q4	$120K	Hold	4,047	–	–	0.02%	367
2025 Q3	$121K	Hold	4,047	–	–	0.02%	361
2025 Q2	$110K	Hold	4,047	–	–	0.02%	363
2025 Q1	$99.1K	Hold	4,047	–	–	0.02%	362
2024 Q4	$99.8K	Hold	4,047	–	–	0.02%	356
2024 Q3	$109K	Hold	4,047	–	–	0.02%	338
2024 Q2	$104K	Hold	4,047	–	–	0.03%	332
2024 Q1	$104K	Hold	4,047	–	–	0.03%	320
2023 Q4	$96.6K	Hold	4,047	–	–	0.03%	316
2023 Q3	$88K	Hold	4,047	–	–	0.03%	319
2023 Q2	$95.2K	Hold	4,047	–	–	0.03%	303
2023 Q1	$93.8K	Sell	4,047 -530	-12%	-$11.8K	0.03%	296
2022 Q4	$85.6K	Hold	4,577	–	–	0.04%	271
2022 Q3	$86K	Buy	4,577 +542	+13%	+$11.2K	0.04%	271
2022 Q2	$83K	Buy	4,035 +2,815	+231%	+$63K	0.04%	276
2022 Q1	$30K	Buy	+1,220	New	+$28.9K	0.01%	429

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

Key Financial Inc's CGXU Position: Q2 2026 in Review

Key Financial Inc increased its Capital Group International Focus Equity ETF (CGXU) stake by 33% in Q2 2026, buying an estimated $44.5K and bringing the position to 5,387 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #313.

Key Financial Inc first reported a position in CGXU in Q1 2022 and has held it in 18 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Key Financial Inc held 5,387 shares of Capital Group International Focus Equity ETF worth $186K as of Q2 2026.
Key Financial Inc bought 1,340 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $44.5K.
Capital Group International Focus Equity ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #313 holding.
Key Financial Inc first reported a position in Capital Group International Focus Equity ETF in Q1 2022 and has held it in 18 quarters since.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.