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SIMA Wealth Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

SIMA Wealth 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
Q3 		– Sell
-17
Closed -$438 – 148
2024
Q2 		$438 Buy
+17
New +$439 ﹤0.01% 166

Other funds holding CGXU

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIMA Wealth Partners's CGXU Position: Q3 2024 in Review

SIMA Wealth Partners sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2024, closing a stake of 17 shares — an estimated $438 sold.

SIMA Wealth Partners first reported a position in CGXU in Q2 2024 and held it in 1 quarter. The position peaked at $438 in Q2 2024. 239 funds tracked by Wall St. Rank hold CGXU as of Q3 2024.

  • SIMA Wealth Partners reported no remaining Capital Group International Focus Equity ETF position as of Q3 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 17 Capital Group International Focus Equity ETF shares in Q3 2024, an estimated $438.
  • SIMA Wealth Partners first reported a position in Capital Group International Focus Equity ETF in Q2 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's Capital Group International Focus Equity ETF position peaked at $438 in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.