KWB Wealth’s Capital Group International Equity ETF CGIE Stock Holding History

KWB Wealth’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	$6.27M	Sell	170,414 -44,726	-21%	-$1.61M	0.54%	45
2026 Q1	$7.49M	Sell	215,140 -2,205	-1%	-$78.3K	0.74%	36
2025 Q4	$7.57M	Buy	217,345 +60,346	+38%	+$2.07M	0.72%	37
2025 Q3	$5.17M	Buy	156,999 +36,462	+30%	+$1.2M	0.57%	41
2025 Q2	$3.53M	Buy	120,537 +36,192	+43%	+$1.12M	0.43%	45
2025 Q1	$2.32M	Buy	84,345 +60,945	+260%	+$1.78M	0.28%	49
2024 Q4	$710K	Buy	+23,400	New	+$674K	0.09%	75

Other funds holding CGIE

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

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

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return