Root Financial Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Root Financial Partners’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	–	Sell	-4,381	Closed	-$129K	–	915
2026 Q1	$129K	Hold	4,381	–	–	0.01%	466
2025 Q4	$129K	Sell	4,381 -28	-0.6%	-$842	0.01%	384
2025 Q3	$131K	Buy	+4,409	New	+$123K	0.01%	361

Other funds holding CGXU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Root Financial Partners's CGXU Position: Q2 2026 in Review

Root Financial Partners sold out of Capital Group International Focus Equity ETF (CGXU) in Q2 2026, closing a stake of 4,381 shares — an estimated $129K sold.

Root Financial Partners first reported a position in CGXU in Q3 2025 and held it in 3 quarters. The position peaked at $131K in Q3 2025. 382 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Root Financial Partners reported no remaining Capital Group International Focus Equity ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,381 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $129K.
Root Financial Partners first reported a position in Capital Group International Focus Equity ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Capital Group International Focus Equity ETF position peaked at $131K in Q3 2025.
382 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.