Mesirow Financial Investment Management’s Capital Group Core Balanced ETF CGBL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.68M	Buy	289,500 +27,263	+10%	+$912K	0.19%	109
2025 Q1	$8.12M	Buy	262,237 +120,111	+85%	+$3.72M	0.16%	116
2024 Q4	$4.44M	Buy	142,126 +121,111	+576%	+$3.79M	0.09%	138
2024 Q3	$653K	Buy	+21,015	New	+$653K	0.01%	327