PAW
CGIC

Plan A Wealth’s Capital Group International Core Equity ETF CGIC Stock Holding History

Plan A Wealth’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
2026
Q2 		$302K Sell
8,294
-538
-6% -$19.2K 0.13% 125
2026
Q1 		$292K Sell
8,832
-54
-0.6% -$1.85K 0.14% 123
2025
Q4 		$289K Buy
+8,886
New +$280K 0.14% 122

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Plan A Wealth's CGIC Position: Q2 2026 in Review

Plan A Wealth reduced its Capital Group International Core Equity ETF (CGIC) stake by 6.1% in Q2 2026, selling an estimated $19.2K and leaving 8,294 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #125.

Plan A Wealth first reported a position in CGIC in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Plan A Wealth held 8,294 shares of Capital Group International Core Equity ETF worth $302K as of Q2 2026.
  • Plan A Wealth sold 538 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $19.2K.
  • Capital Group International Core Equity ETF made up 0.13% of Plan A Wealth's portfolio in Q2 2026, its #125 holding.
  • Plan A Wealth first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.