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SHP Wealth Management’s Capital Group International Equity ETF CGIE Stock Holding History

SHP Wealth Management’s Portfolio CGIE Stock Details CGIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.53K Sell
252
-605
-71% -$21.5K ﹤0.01% 945
2025
Q4 		$29.8K Buy
+857
New +$29.4K ﹤0.01% 600

Other funds holding CGIE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's CGIE Position: Q1 2026 in Review

SHP Wealth Management reduced its Capital Group International Equity ETF (CGIE) stake by 71% in Q1 2026, selling an estimated $21.5K and leaving 252 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

SHP Wealth Management first reported a position in CGIE in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.8K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGIE as of Q1 2026.

  • SHP Wealth Management held 252 shares of Capital Group International Equity ETF worth $8.53K as of Q1 2026.
  • SHP Wealth Management sold 605 Capital Group International Equity ETF shares in Q1 2026, an estimated $21.5K.
  • Capital Group International Equity ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #945 holding.
  • SHP Wealth Management first reported a position in Capital Group International Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Capital Group International Equity ETF position peaked at $29.8K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.