SWMG
CGIC

Sard Wealth Management Group’s Capital Group International Core Equity ETF CGIC Stock Holding History

Sard Wealth Management Group’s Portfolio CGIC Stock Details CGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.27M Buy
159,140
+7,589
+5% +$260K 2.86% 9
2025
Q4 		$4.93M Buy
151,551
+10,229
+7% +$322K 2.7% 10
2025
Q3 		$4.35M Buy
141,322
+14,773
+12% +$441K 2.48% 10
2025
Q2 		$3.68M Buy
+126,549
New +$3.46M 2.27% 10

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Sard Wealth Management Group's CGIC Position: Q1 2026 in Review

Sard Wealth Management Group increased its Capital Group International Core Equity ETF (CGIC) stake by 5% in Q1 2026, buying an estimated $260K and bringing the position to 159,140 shares worth $5.27M. The position accounts for 2.86% of the portfolio, ranked #9.

Sard Wealth Management Group first reported a position in CGIC in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

  • Sard Wealth Management Group held 159,140 shares of Capital Group International Core Equity ETF worth $5.27M as of Q1 2026.
  • Sard Wealth Management Group bought 7,589 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $260K.
  • Capital Group International Core Equity ETF made up 2.86% of Sard Wealth Management Group's portfolio in Q1 2026, its #9 holding.
  • Sard Wealth Management Group first reported a position in Capital Group International Core Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.