MSAM
CGCV

Moloney Securities Asset Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Moloney Securities Asset Management’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$407K Sell
13,512
-713
-5% -$20.9K 0.05% 304
2025
Q2 		$407K Buy
14,225
+1,484
+12% +$40.2K 0.05% 303
2025
Q1 		$345K Buy
+12,741
New +$349K 0.05% 329

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Moloney Securities Asset Management's CGCV Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Capital Group Conservative Equity ETF (CGCV) stake by 5% in Q3 2025, selling an estimated $20.9K and leaving 13,512 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #304.

Moloney Securities Asset Management first reported a position in CGCV in Q1 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold CGCV as of Q3 2025.

  • Moloney Securities Asset Management held 13,512 shares of Capital Group Conservative Equity ETF worth $407K as of Q3 2025.
  • Moloney Securities Asset Management sold 713 Capital Group Conservative Equity ETF shares in Q3 2025, an estimated $20.9K.
  • Capital Group Conservative Equity ETF made up 0.05% of Moloney Securities Asset Management's portfolio in Q3 2025, its #304 holding.
  • Moloney Securities Asset Management first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.