Mason Investment Advisory Services’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Mason Investment Advisory Services’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 Q1	$23.9M	Buy	811,694 +104,326	+15%	+$3.22M	1.11%	10
2025 Q4	$20.9M	Buy	707,368 +82,928	+13%	+$2.49M	0.99%	10
2025 Q3	$18.5M	Buy	624,440 +320,671	+106%	+$8.96M	0.92%	10
2025 Q2	$8.24M	Buy	303,769 +91,345	+43%	+$2.32M	0.45%	11
2025 Q1	$5.2M	Sell	212,424 -93,808	-31%	-$2.4M	0.31%	13
2024 Q4	$7.55M	Buy	306,232 +297,786	+3,526%	+$7.75M	0.44%	10
2024 Q3	$228K	Buy	8,446 +486	+6%	+$12.7K	0.01%	69
2024 Q2	$205K	Buy	+7,960	New	+$206K	0.01%	70

Other funds holding CGXU

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mason Investment Advisory Services's CGXU Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Capital Group International Focus Equity ETF (CGXU) stake by 15% in Q1 2026, buying an estimated $3.22M and bringing the position to 811,694 shares worth $23.9M. The position accounts for 1.11% of the portfolio, ranked #10.

Mason Investment Advisory Services first reported a position in CGXU in Q2 2024 and has held it in 8 quarters since. 347 funds tracked by Wall St. Rank hold CGXU as of Q1 2026.

Mason Investment Advisory Services held 811,694 shares of Capital Group International Focus Equity ETF worth $23.9M as of Q1 2026.
Mason Investment Advisory Services bought 104,326 Capital Group International Focus Equity ETF shares in Q1 2026, an estimated $3.22M.
Capital Group International Focus Equity ETF made up 1.11% of Mason Investment Advisory Services's portfolio in Q1 2026, its #10 holding.
Mason Investment Advisory Services first reported a position in Capital Group International Focus Equity ETF in Q2 2024 and has held it in 8 quarters since.
347 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.