MFS
CGGO icon

McNamara Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

McNamara Financial Services’s Portfolio CGGO Stock Details CGGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$465K Sell
13,930
-1,180
-8% -$42K 0.09% 68
2025
Q4 		$524K Buy
15,110
+2,878
+24% +$99.4K 0.1% 63
2025
Q3 		$418K Buy
12,232
+494
+4% +$16.2K 0.08% 65
2025
Q2 		$375K Sell
11,738
-9,515
-45% -$281K 0.07% 64
2025
Q1 		$602K Buy
+21,253
New +$632K 0.13% 44
2024
Q4 		– Sell
-16,946
Closed -$511K – 79
2024
Q3 		$511K Buy
16,946
+8,073
+91% +$236K 0.1% 47
2024
Q2 		$261K Buy
+8,873
New +$257K 0.06% 68

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $987M AUM 14.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return