SilverOak Wealth Management’s Capital Group International Focus Equity ETF CGXU Stock Holding History

SilverOak Wealth Management’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	$1.01M	Buy	29,129 +10,208	+54%	+$339K	0.13%	59
2026 Q1	$558K	Buy	18,921 +9,214	+95%	+$284K	0.09%	66
2025 Q4	$287K	Buy	+9,707	New	+$292K	0.05%	100

Other funds holding CGXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

SilverOak Wealth Management's CGXU Position: Q2 2026 in Review

SilverOak Wealth Management increased its Capital Group International Focus Equity ETF (CGXU) stake by 54% in Q2 2026, buying an estimated $339K and bringing the position to 29,129 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #59.

SilverOak Wealth Management first reported a position in CGXU in Q4 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

SilverOak Wealth Management held 29,129 shares of Capital Group International Focus Equity ETF worth $1.01M as of Q2 2026.
SilverOak Wealth Management bought 10,208 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $339K.
Capital Group International Focus Equity ETF made up 0.13% of SilverOak Wealth Management's portfolio in Q2 2026, its #59 holding.
SilverOak Wealth Management first reported a position in Capital Group International Focus Equity ETF in Q4 2025 and has held it in 3 quarters since.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.