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

Lodestone Wealth Management’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	$4.75M	Sell	137,305 -4,491	-3%	-$149K	1.68%	10
2026 Q1	$4.18M	Buy	141,796 +18,682	+15%	+$576K	1.66%	12
2025 Q4	$3.64M	Buy	123,114 +6,202	+5%	+$187K	1.48%	13
2025 Q3	$3.46M	Buy	116,912 +5,796	+5%	+$162K	1.56%	16
2025 Q2	$3.01M	Buy	111,116 +4,028	+4%	+$102K	1.47%	20
2025 Q1	$2.62M	Sell	107,088 -852	-0.8%	-$21.8K	1.39%	20
2024 Q4	$2.66M	Sell	107,940 -324	-0.3%	-$8.43K	1.34%	25
2024 Q3	$2.92M	Sell	108,264 -6,359	-6%	-$166K	1.46%	23
2024 Q2	$2.95M	Buy	114,623 +16,369	+17%	+$423K	1.55%	18
2024 Q1	$2.53M	Buy	98,254 +4,392	+5%	+$108K	1.33%	27
2023 Q4	$2.24M	Buy	93,862 +7,234	+8%	+$162K	1.3%	29
2023 Q3	$1.88M	Buy	86,628 +32,778	+61%	+$754K	1.32%	25
2023 Q2	$1.27M	Buy	53,850 +42,412	+371%	+$988K	0.87%	40
2023 Q1	$265K	Buy	+11,438	New	+$256K	0.2%	114

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

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

Lodestone Wealth Management reduced its Capital Group International Focus Equity ETF (CGXU) stake by 3.2% in Q2 2026, selling an estimated $149K and leaving 137,305 shares worth $4.75M. The position accounts for 1.68% of the portfolio, ranked #10.

Lodestone Wealth Management first reported a position in CGXU in Q1 2023 and has held it in 14 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Lodestone Wealth Management held 137,305 shares of Capital Group International Focus Equity ETF worth $4.75M as of Q2 2026.
Lodestone Wealth Management sold 4,491 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $149K.
Capital Group International Focus Equity ETF made up 1.68% of Lodestone Wealth Management's portfolio in Q2 2026, its #10 holding.
Lodestone Wealth Management first reported a position in Capital Group International Focus Equity ETF in Q1 2023 and has held it in 14 quarters since.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

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