MSFP
CGUS icon

Mark Sheptoff Financial Planning’s Capital Group Core Equity ETF CGUS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Sell
7,069
-140
-2% -$5.64K 0.16% 81
2025
Q4 		$290K Sell
7,209
-294
-4% -$11.7K 0.14% 89
2025
Q3 		$297K Buy
7,503
+5,174
+222% +$199K 0.14% 85
2025
Q2 		$86K Buy
2,329
+14
+0.6% +$477 0.05% 142
2025
Q1 		$77.3K Buy
2,315
+1,049
+83% +$36.9K 0.04% 137
2024
Q4 		$44.3K Buy
1,266
+87
+7% +$3.05K 0.02% 185
2024
Q3 		$40.4K Sell
1,179
-5,290
-82% -$175K 0.02% 183
2024
Q2 		$209K Buy
6,469
+329
+5% +$10.3K 0.12% 90
2024
Q1 		$191K Buy
6,140
+850
+16% +$25.2K 0.11% 99
2023
Q4 		$150K Hold
5,290
– – 0.09% 106
2023
Q3 		$133K Buy
+5,290
New +$137K 0.09% 102

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return