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 Q3	$201K	Sell	5,476 -164,938	-97%	-$6.14M	0.02%	175
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 $1.19B AUM 19.73% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

KWB Wealth's CGIE Position: Q3 2026 in Review

KWB Wealth reduced its Capital Group International Equity ETF (CGIE) stake by 97% in Q3 2026, selling an estimated $6.14M and leaving 5,476 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #175.

KWB Wealth first reported a position in CGIE in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.57M in Q4 2025. 40 funds tracked by Wall St. Rank hold CGIE as of Q3 2026.

KWB Wealth held 5,476 shares of Capital Group International Equity ETF worth $201K as of Q3 2026.
KWB Wealth sold 164,938 Capital Group International Equity ETF shares in Q3 2026, an estimated $6.14M.
Capital Group International Equity ETF made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #175 holding.
KWB Wealth first reported a position in Capital Group International Equity ETF in Q4 2024 and has held it in 8 quarters since.
KWB Wealth's Capital Group International Equity ETF position peaked at $7.57M in Q4 2025.
40 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.