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

LongView 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
2025 Q2	–	Sell	-12,260	Closed	-$359K	–	217
2025 Q1	$359K	Buy	12,260 +245	+2%	+$7.14K	0.11%	143
2024 Q4	$331K	Sell	12,015 -6,947	-37%	-$200K	0.1%	147
2024 Q3	$576K	Buy	18,962 +8,306	+78%	+$244K	0.18%	99
2024 Q2	$305K	Buy	+10,656	New	+$308K	0.11%	143

Other funds holding CGIE

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LongView Wealth Management's CGIE Position: Q2 2025 in Review

LongView Wealth Management sold out of Capital Group International Equity ETF (CGIE) in Q2 2025, closing a stake of 12,260 shares — an estimated $359K sold.

LongView Wealth Management first reported a position in CGIE in Q2 2024 and held it in 4 quarters. The position peaked at $576K in Q3 2024. 118 funds tracked by Wall St. Rank hold CGIE as of Q2 2025.

LongView Wealth Management reported no remaining Capital Group International Equity ETF position as of Q2 2025 after selling out during the quarter.
LongView Wealth Management sold 12,260 Capital Group International Equity ETF shares in Q2 2025, an estimated $359K.
LongView Wealth Management first reported a position in Capital Group International Equity ETF in Q2 2024 and held it in 4 quarters.
LongView Wealth Management's Capital Group International Equity ETF position peaked at $576K in Q3 2024.
118 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2025.

Based on LongView Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.