Pension & Wealth Management Advisors’s Capital Group International Equity ETF CGIE Stock Holding History

Pension & Wealth Management Advisors’s Portfolio CGIE Stock Details CGIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7M	Buy	371,968 +69,749	+23%	+$2.51M	3.69%	6
2026 Q1	$10.2M	Buy	302,219 +20,924	+7%	+$743K	3.03%	7
2025 Q4	$9.79M	Buy	281,295 +53,497	+23%	+$1.84M	2.9%	7
2025 Q3	$7.68M	Buy	+227,798	New	+$7.52M	2.42%	8

Other funds holding CGIE

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

CGPCS

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

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

Pension & Wealth Management Advisors's CGIE Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Capital Group International Equity ETF (CGIE) stake by 23% in Q2 2026, buying an estimated $2.51M and bringing the position to 371,968 shares worth $13.7M. The position accounts for 3.69% of the portfolio, ranked #6.

Pension & Wealth Management Advisors first reported a position in CGIE in Q3 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Pension & Wealth Management Advisors held 371,968 shares of Capital Group International Equity ETF worth $13.7M as of Q2 2026.
Pension & Wealth Management Advisors bought 69,749 Capital Group International Equity ETF shares in Q2 2026, an estimated $2.51M.
Capital Group International Equity ETF made up 3.69% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #6 holding.
Pension & Wealth Management Advisors first reported a position in Capital Group International Equity ETF in Q3 2025 and has held it in 4 quarters since.
173 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.