Pines Wealth Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

Pines Wealth Management’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	-7,617	Closed	-$223K	–	239
2025 Q2	$223K	Buy	+7,617	New	+$208K	0.08%	214
2025 Q1	–	Sell	-8,532	Closed	-$204K	–	218
2024 Q4	$204K	Buy	+8,532	New	+$214K	0.09%	202

Other funds holding CGIC

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $36.1B AUM 19.68% 1-Year Est. Return

Pines Wealth Management's CGIC Position: Q3 2025 in Review

Pines Wealth Management sold out of Capital Group International Core Equity ETF (CGIC) in Q3 2025, closing a stake of 7,617 shares — an estimated $223K sold.

Pines Wealth Management first reported a position in CGIC in Q4 2024 and held it in 2 quarters. The position peaked at $223K in Q2 2025. 100 funds tracked by Wall St. Rank hold CGIC as of Q3 2025.

Pines Wealth Management reported no remaining Capital Group International Core Equity ETF position as of Q3 2025 after selling out during the quarter.
Pines Wealth Management sold 7,617 Capital Group International Core Equity ETF shares in Q3 2025, an estimated $223K.
Pines Wealth Management first reported a position in Capital Group International Core Equity ETF in Q4 2024 and held it in 2 quarters.
Pines Wealth Management's Capital Group International Core Equity ETF position peaked at $223K in Q2 2025.
100 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q3 2025.

Based on Pines Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.