Marshall & Sterling Wealth Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Marshall & Sterling Wealth Advisors’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	$1.52K	Buy	44 +6	+16%	+$199	﹤0.01%	301
2026 Q1	$1.12K	Buy	38 +8	+27%	+$247	﹤0.01%	305
2025 Q4	$884	Sell	30 -3,207	-99%	-$96.5K	﹤0.01%	312
2025 Q3	$95.9K	Buy	3,237 +1,060	+49%	+$29.6K	0.06%	122
2025 Q2	$59K	Buy	2,177 +440	+25%	+$11.2K	0.04%	143
2025 Q1	$42.5K	Buy	1,737 +1,690	+3,596%	+$43.2K	0.03%	173
2024 Q4	$1.15K	Buy	+47	New	+$1.22K	﹤0.01%	329

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

Marshall & Sterling Wealth Advisors's CGXU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Capital Group International Focus Equity ETF (CGXU) stake by 16% in Q2 2026, buying an estimated $199 and bringing the position to 44 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Marshall & Sterling Wealth Advisors first reported a position in CGXU in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.9K in Q3 2025. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Marshall & Sterling Wealth Advisors held 44 shares of Capital Group International Focus Equity ETF worth $1.52K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 6 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $199.
Capital Group International Focus Equity ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #301 holding.
Marshall & Sterling Wealth Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Capital Group International Focus Equity ETF position peaked at $95.9K in Q3 2025.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.