Simplicity Solutions’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Simplicity Solutions’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
2023 Q4	$13.2M	Buy	552,732 +146,428	+36%	+$3.27M	0.36%	48
2023 Q3	$8.83M	Buy	406,304 +61,625	+18%	+$1.42M	0.28%	71
2023 Q2	$8.11M	Buy	344,679 +17,229	+5%	+$401K	0.22%	89
2023 Q1	$7.59M	Buy	+327,450	New	+$7.32M	0.2%	98

Other funds holding CGXU

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Solutions's CGXU Position: Q4 2023 in Review

Simplicity Solutions increased its Capital Group International Focus Equity ETF (CGXU) stake by 36% in Q4 2023, buying an estimated $3.27M and bringing the position to 552,732 shares worth $13.2M. The position accounts for 0.36% of the portfolio, ranked #48.

Simplicity Solutions first reported a position in CGXU in Q1 2023 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold CGXU as of Q4 2023.

Simplicity Solutions held 552,732 shares of Capital Group International Focus Equity ETF worth $13.2M as of Q4 2023.
Simplicity Solutions bought 146,428 Capital Group International Focus Equity ETF shares in Q4 2023, an estimated $3.27M.
Capital Group International Focus Equity ETF made up 0.36% of Simplicity Solutions's portfolio in Q4 2023, its #48 holding.
Simplicity Solutions first reported a position in Capital Group International Focus Equity ETF in Q1 2023 and has held it in 4 quarters since.
189 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.