National Wealth Management Group’s Capital Group International Focus Equity ETF CGXU Stock Holding History

National Wealth Management Group’s Portfolio CGXU Stock Details CGXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Buy	34,386 +16,940	+97%	+$563K	0.37%	66
2026 Q1	$514K	Buy	17,446 +6,688	+62%	+$206K	0.19%	107
2025 Q4	$318K	Buy	10,758 +3,446	+47%	+$104K	0.11%	178
2025 Q3	$217K	Buy	+7,312	New	+$204K	0.08%	219
2024 Q4	–	Sell	-202,438	Closed	-$5.46M	–	153
2024 Q3	$5.46M	Buy	202,438 +8,515	+4%	+$222K	3.7%	5
2024 Q2	$4.99M	Sell	193,923 -1,038	-0.5%	-$26.8K	3.8%	4
2024 Q1	$5.03M	Buy	194,961 +171,226	+721%	+$4.19M	3.91%	3
2023 Q4	$567K	Buy	+23,735	New	+$530K	0.55%	49

Other funds holding CGXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

National Wealth Management Group's CGXU Position: Q2 2026 in Review

National Wealth Management Group increased its Capital Group International Focus Equity ETF (CGXU) stake by 97% in Q2 2026, buying an estimated $563K and bringing the position to 34,386 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #66.

National Wealth Management Group first reported a position in CGXU in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.46M in Q3 2024. 381 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

National Wealth Management Group held 34,386 shares of Capital Group International Focus Equity ETF worth $1.19M as of Q2 2026.
National Wealth Management Group bought 16,940 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $563K.
Capital Group International Focus Equity ETF made up 0.37% of National Wealth Management Group's portfolio in Q2 2026, its #66 holding.
National Wealth Management Group first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 8 quarters since.
National Wealth Management Group's Capital Group International Focus Equity ETF position peaked at $5.46M in Q3 2024.
381 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.