Midwest Heritage Bank’s Capital Group Core Equity ETF CGUS Stock Holding History

Midwest Heritage Bank’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	$48.1M	Buy	1,081,516 +28,425	+3%	+$1.22M	13.64%	2
2026 Q1	$40.5M	Buy	1,053,091 +77,383	+8%	+$3.12M	12.98%	2
2025 Q4	$39.3M	Sell	975,708 -798	-0.1%	-$31.9K	13.55%	2
2025 Q3	$38.6M	Sell	976,506 -1,618	-0.2%	-$62.1K	13.67%	2
2025 Q2	$36.1M	Buy	978,124 +28,790	+3%	+$981K	13.59%	2
2025 Q1	$31.7M	Buy	949,334 +110,454	+13%	+$3.88M	13.06%	2
2024 Q4	$29.3M	Buy	838,880 +30,875	+4%	+$1.08M	13.61%	2
2024 Q3	$27.7M	Buy	808,005 +7,975	+1%	+$263K	12.96%	2
2024 Q2	$25.8M	Buy	800,030 +78,417	+11%	+$2.45M	13.04%	2
2024 Q1	$22.5M	Buy	721,613 +101,785	+16%	+$3.02M	11.83%	2
2023 Q4	$17.5M	Buy	619,828 +15,049	+2%	+$396K	11.91%	2
2023 Q3	$15.2M	Buy	604,779 +48,496	+9%	+$1.26M	11.41%	3
2023 Q2	$14.3M	Buy	556,283 +14,921	+3%	+$364K	10.84%	3
2023 Q1	$12.8M	Buy	541,362 +337,579	+166%	+$7.87M	10.32%	3
2022 Q4	$4.58M	Buy	203,783 +150,817	+285%	+$3.35M	4.43%	6
2022 Q3	$1.08M	Buy	52,966 +27,828	+111%	+$625K	1.13%	19
2022 Q2	$546K	Buy	+25,138	New	+$590K	0.49%	34

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

Midwest Heritage Bank's CGUS Position: Q2 2026 in Review

Midwest Heritage Bank increased its Capital Group Core Equity ETF (CGUS) stake by 2.7% in Q2 2026, buying an estimated $1.22M and bringing the position to 1,081,516 shares worth $48.1M. The position accounts for 13.64% of the portfolio, ranked #2.

Midwest Heritage Bank first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Midwest Heritage Bank held 1,081,516 shares of Capital Group Core Equity ETF worth $48.1M as of Q2 2026.
Midwest Heritage Bank bought 28,425 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.22M.
Capital Group Core Equity ETF made up 13.64% of Midwest Heritage Bank's portfolio in Q2 2026, its #2 holding.
Midwest Heritage Bank first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.