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Richards, Merrill & Peterson’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Richards, Merrill & Peterson’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
2026
Q2 		$360K Hold
10,396
– – 0.11% 148
2026
Q1 		$307K Buy
+10,396
New +$320K 0.11% 154

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Richards, Merrill & Peterson's CGXU Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Capital Group International Focus Equity ETF (CGXU) position steady in Q2 2026 at 10,396 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #148.

Richards, Merrill & Peterson first reported a position in CGXU in Q1 2026 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • Richards, Merrill & Peterson held 10,396 shares of Capital Group International Focus Equity ETF worth $360K as of Q2 2026.
  • Richards, Merrill & Peterson left its Capital Group International Focus Equity ETF share count unchanged in Q2 2026.
  • Capital Group International Focus Equity ETF made up 0.11% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #148 holding.
  • Richards, Merrill & Peterson first reported a position in Capital Group International Focus Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.