Merit Financial Group’s Capital Group International Core Equity ETF CGIC Stock Holding History

Merit Financial Group’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.4M	Buy	1,165,412 +33,873	+3%	+$1.21M	0.26%	75
2026 Q1	$37.5M	Buy	1,131,539 +17,383	+2%	+$595K	0.28%	72
2025 Q4	$36.2M	Buy	1,114,156 +31,447	+3%	+$991K	0.29%	69
2025 Q3	$33.4M	Buy	+1,082,709	New	+$32.3M	0.31%	68

Other funds holding CGIC

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Merit Financial Group's CGIC Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group International Core Equity ETF (CGIC) stake by 3% in Q2 2026, buying an estimated $1.21M and bringing the position to 1,165,412 shares worth $42.4M. The position accounts for 0.26% of the portfolio, ranked #75.

Merit Financial Group first reported a position in CGIC in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Merit Financial Group held 1,165,412 shares of Capital Group International Core Equity ETF worth $42.4M as of Q2 2026.
Merit Financial Group bought 33,873 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $1.21M.
Capital Group International Core Equity ETF made up 0.26% of Merit Financial Group's portfolio in Q2 2026, its #75 holding.
Merit Financial Group first reported a position in Capital Group International Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.