Patriot Financial Group Insurance Agency’s Capital Group International Core Equity ETF CGIC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-96,759	Closed	-$2.82M	–	586
2025 Q2	$2.82M	Buy	96,759 +20,819	+27%	+$569K	0.32%	74
2025 Q1	$1.97M	Buy	75,940 +61,463	+425%	+$1.57M	0.26%	96
2024 Q4	$348K	Buy	+14,477	New	+$363K	0.05%	343

Other funds holding CGIC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

CGPCS

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CGIC Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Capital Group International Core Equity ETF (CGIC) in Q3 2025, closing a stake of 96,759 shares — an estimated $2.82M sold.

Patriot Financial Group Insurance Agency first reported a position in CGIC in Q4 2024 and held it in 3 quarters. The position peaked at $2.82M in Q2 2025. 100 funds tracked by Wall St. Rank hold CGIC as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining Capital Group International Core Equity ETF position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 96,759 Capital Group International Core Equity ETF shares in Q3 2025, an estimated $2.82M.
Patriot Financial Group Insurance Agency first reported a position in Capital Group International Core Equity ETF in Q4 2024 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Capital Group International Core Equity ETF position peaked at $2.82M in Q2 2025.
100 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.