Royal Harbor Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Royal Harbor 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
2024 Q4	–	Sell	-293,271	Closed	-$7.91M	–	46
2024 Q3	$7.91M	Sell	293,271 -308,122	-51%	-$8.03M	3.07%	11
2024 Q2	$15.5M	Buy	601,393 +45,017	+8%	+$1.16M	6.4%	4
2024 Q1	$14.3M	Sell	556,376 -160,922	-22%	-$3.94M	6.25%	4
2023 Q4	$17.1M	Buy	717,298 +199,332	+38%	+$4.45M	7.95%	3
2023 Q3	$11.3M	Buy	+517,966	New	+$11.9M	5.86%	6

Other funds holding CGXU

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Royal Harbor Partners's CGXU Position: Q4 2024 in Review

Royal Harbor Partners sold out of Capital Group International Focus Equity ETF (CGXU) in Q4 2024, closing a stake of 293,271 shares — an estimated $7.91M sold.

Royal Harbor Partners first reported a position in CGXU in Q3 2023 and held it in 5 quarters. The position peaked at $17.1M in Q4 2023. 269 funds tracked by Wall St. Rank hold CGXU as of Q4 2024.

Royal Harbor Partners reported no remaining Capital Group International Focus Equity ETF position as of Q4 2024 after selling out during the quarter.
Royal Harbor Partners sold 293,271 Capital Group International Focus Equity ETF shares in Q4 2024, an estimated $7.91M.
Royal Harbor Partners first reported a position in Capital Group International Focus Equity ETF in Q3 2023 and held it in 5 quarters.
Royal Harbor Partners's Capital Group International Focus Equity ETF position peaked at $17.1M in Q4 2023.
269 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q4 2024.

Based on Royal Harbor Partners's 13F filing for Q4 2024, filed 7 Feb 2025.