Northwest Financial Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Northwest Financial Advisors’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
2024 Q4	–	Sell	-4,800	Closed	-$129K	–	181
2024 Q3	$129K	Buy	+4,800	New	+$125K	0.1%	132
2024 Q1	–	Sell	-4,800	Closed	-$115K	–	156
2023 Q4	$115K	Buy	+4,800	New	+$107K	0.1%	129

Other funds holding CGXU

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwest Financial Advisors's CGXU Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Capital Group International Focus Equity ETF (CGXU) in Q4 2024, closing a stake of 4,800 shares — an estimated $129K sold.

Northwest Financial Advisors first reported a position in CGXU in Q4 2023 and held it in 2 quarters. The position peaked at $129K in Q3 2024. 269 funds tracked by Wall St. Rank hold CGXU as of Q4 2024.

Northwest Financial Advisors reported no remaining Capital Group International Focus Equity ETF position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 4,800 Capital Group International Focus Equity ETF shares in Q4 2024, an estimated $129K.
Northwest Financial Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's Capital Group International Focus Equity ETF position peaked at $129K in Q3 2024.
269 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.