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Rothschild Investment LLC’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Rothschild Investment LLC’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 		$1.6M Buy
46,335
+11,710
+34% +$389K 0.06% 291
2026
Q1 		$1.02M Buy
34,625
+17,825
+106% +$549K 0.05% 267
2025
Q4 		$496K Buy
16,800
+1,250
+8% +$37.6K 0.03% 371
2025
Q3 		$461K Sell
15,550
-400
-3% -$11.2K 0.03% 377
2025
Q2 		$433K Sell
15,950
-200
-1% -$5.08K 0.03% 372
2025
Q1 		$395K Sell
16,150
-405
-2% -$10.4K 0.03% 381
2024
Q4 		$408K Hold
16,555
– – 0.03% 379
2024
Q3 		$446K Buy
16,555
+400
+2% +$10.4K 0.03% 366
2024
Q2 		$416K Buy
16,155
+9,500
+143% +$245K 0.03% 367
2024
Q1 		$172K Hold
6,655
– – 0.01% 499
2023
Q4 		$159K Buy
+6,655
New +$149K 0.01% 454

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

Rothschild Investment LLC's CGXU Position: Q2 2026 in Review

Rothschild Investment LLC increased its Capital Group International Focus Equity ETF (CGXU) stake by 34% in Q2 2026, buying an estimated $389K and bringing the position to 46,335 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #291.

Rothschild Investment LLC first reported a position in CGXU in Q4 2023 and has held it in 11 quarters since. 385 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

  • Rothschild Investment LLC held 46,335 shares of Capital Group International Focus Equity ETF worth $1.6M as of Q2 2026.
  • Rothschild Investment LLC bought 11,710 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $389K.
  • Capital Group International Focus Equity ETF made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #291 holding.
  • Rothschild Investment LLC first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 385 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.