Mercer Global Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Mercer Global Advisors’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 Q2	$626K	Buy	14,073 +5,431	+63%	+$232K	﹤0.01%	2093
2026 Q1	$332K	Buy	8,642 +2,956	+52%	+$119K	﹤0.01%	2331
2025 Q4	$229K	Sell	5,686 -998	-15%	-$39.9K	﹤0.01%	2456
2025 Q3	$264K	Buy	+6,684	New	+$257K	﹤0.01%	2183

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors's CGUS Position: Q2 2026 in Review

Mercer Global Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 63% in Q2 2026, buying an estimated $232K and bringing the position to 14,073 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Mercer Global Advisors first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Mercer Global Advisors held 14,073 shares of Capital Group Core Equity ETF worth $626K as of Q2 2026.
Mercer Global Advisors bought 5,431 Capital Group Core Equity ETF shares in Q2 2026, an estimated $232K.
Capital Group Core Equity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2093 holding.
Mercer Global Advisors first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.