LWM
CGIC

Lodestone Wealth Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

Lodestone Wealth Management’s Portfolio CGIC Stock Details CGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124K Sell
3,396
-1,407
-29% -$50.2K 0.04% 220
2026
Q1 		$159K Buy
4,803
+2,707
+129% +$92.7K 0.06% 187
2025
Q4 		$68.1K Buy
+2,096
New +$66.1K 0.03% 256

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Lodestone Wealth Management's CGIC Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Capital Group International Core Equity ETF (CGIC) stake by 29% in Q2 2026, selling an estimated $50.2K and leaving 3,396 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #220.

Lodestone Wealth Management first reported a position in CGIC in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q1 2026. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Lodestone Wealth Management held 3,396 shares of Capital Group International Core Equity ETF worth $124K as of Q2 2026.
  • Lodestone Wealth Management sold 1,407 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $50.2K.
  • Capital Group International Core Equity ETF made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Lodestone Wealth Management first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Capital Group International Core Equity ETF position peaked at $159K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.