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 Q3	$150K	Buy	+4,381	New	+$151K	0.01%	558
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 $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's CGXU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Capital Group International Focus Equity ETF (CGXU) in Q3 2026: 4,381 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CGXU as recently as Q1 2026.

Root Financial Partners first reported a position in CGXU in Q3 2025 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold CGXU as of Q3 2026.

Root Financial Partners held 4,381 shares of Capital Group International Focus Equity ETF worth $150K as of Q3 2026.
Capital Group International Focus Equity ETF was a new Root Financial Partners position in Q3 2026.
Capital Group International Focus Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #558 holding.
Root Financial Partners first reported a position in Capital Group International Focus Equity ETF in Q3 2025 and has held it in 4 quarters since.
368 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.