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

Lodestone Wealth Management’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	$580K	Sell	15,771 -3,718	-19%	-$134K	0.2%	105
2026 Q1	$659K	Buy	19,489 +10,363	+114%	+$368K	0.26%	85
2025 Q4	$318K	Buy	+9,126	New	+$313K	0.13%	135

Other funds holding CGIE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CGPCS

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

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

Lodestone Wealth Management reduced its Capital Group International Equity ETF (CGIE) stake by 19% in Q2 2026, selling an estimated $134K and leaving 15,771 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #105.

Lodestone Wealth Management first reported a position in CGIE in Q4 2025 and has held it in 3 quarters since. The position peaked at $659K in Q1 2026. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Lodestone Wealth Management held 15,771 shares of Capital Group International Equity ETF worth $580K as of Q2 2026.
Lodestone Wealth Management sold 3,718 Capital Group International Equity ETF shares in Q2 2026, an estimated $134K.
Capital Group International Equity ETF made up 0.2% of Lodestone Wealth Management's portfolio in Q2 2026, its #105 holding.
Lodestone Wealth Management first reported a position in Capital Group International Equity ETF in Q4 2025 and has held it in 3 quarters since.
Lodestone Wealth Management's Capital Group International Equity ETF position peaked at $659K in Q1 2026.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

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