Midwest Heritage Bank’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.66M Buy
128,035
+11,219
+10% +$321K 1.38% 16
2025
Q1
$3.17M Buy
116,816
+62,568
+115% +$1.7M 1.3% 17
2024
Q4
$1.44M Buy
+54,248
New +$1.44M 0.67% 21