Roehl & Yi Investment Advisors’s Capital Group International Equity ETF CGIE Stock Holding History

Roehl & Yi Investment 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	$4.87M	Buy	132,491 +28,057	+27%	+$1.01M	1.6%	15
2026 Q1	$3.53M	Buy	104,434 +17,567	+20%	+$624K	1.33%	21
2025 Q4	$3.02M	Buy	86,867 +33,366	+62%	+$1.14M	1.2%	19
2025 Q3	$1.8M	Buy	53,501 +37,767	+240%	+$1.25M	0.78%	28
2025 Q2	$518K	Buy	15,734 +5,202	+49%	+$162K	0.27%	86
2025 Q1	$309K	Buy	10,532 +783	+8%	+$22.8K	0.17%	115
2024 Q4	$268K	Buy	+9,749	New	+$281K	0.15%	116

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Roehl & Yi Investment Advisors's CGIE Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Capital Group International Equity ETF (CGIE) stake by 27% in Q2 2026, buying an estimated $1.01M and bringing the position to 132,491 shares worth $4.87M. The position accounts for 1.6% of the portfolio, ranked #15.

Roehl & Yi Investment Advisors first reported a position in CGIE in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Roehl & Yi Investment Advisors held 132,491 shares of Capital Group International Equity ETF worth $4.87M as of Q2 2026.
Roehl & Yi Investment Advisors bought 28,057 Capital Group International Equity ETF shares in Q2 2026, an estimated $1.01M.
Capital Group International Equity ETF made up 1.6% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #15 holding.
Roehl & Yi Investment Advisors first reported a position in Capital Group International Equity ETF in Q4 2024 and has held it in 7 quarters since.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.