MSH Capital Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

MSH Capital Advisors’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	$589K	Buy	13,235 +3,837	+41%	+$164K	0.1%	180
2026 Q1	$361K	Sell	9,398 -225	-2%	-$9.06K	0.08%	211
2025 Q4	$387K	Sell	9,623 -2,213	-19%	-$88.4K	0.08%	205
2025 Q3	$468K	Buy	11,836 +1,651	+16%	+$63.4K	0.13%	174
2025 Q2	$376K	Buy	+10,185	New	+$347K	0.11%	181

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

MSH Capital Advisors's CGUS Position: Q2 2026 in Review

MSH Capital Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 41% in Q2 2026, buying an estimated $164K and bringing the position to 13,235 shares worth $589K. The position accounts for 0.1% of the portfolio, ranked #180.

MSH Capital Advisors first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

MSH Capital Advisors held 13,235 shares of Capital Group Core Equity ETF worth $589K as of Q2 2026.
MSH Capital Advisors bought 3,837 Capital Group Core Equity ETF shares in Q2 2026, an estimated $164K.
Capital Group Core Equity ETF made up 0.1% of MSH Capital Advisors's portfolio in Q2 2026, its #180 holding.
MSH Capital Advisors first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.