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

Simplicity Wealth’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
-587,858
Closed -$15.1M – 610
2024
Q2 		$15.1M Buy
587,858
+18,347
+3% +$474K 0.34% 52
2024
Q1 		$14.7M Buy
+569,511
New +$14M 0.35% 52

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

Simplicity Wealth's CGXU Position: Q3 2024 in Review

Simplicity Wealth sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2024, closing a stake of 587,858 shares — an estimated $15.1M sold.

Simplicity Wealth first reported a position in CGXU in Q1 2024 and held it in 2 quarters. The position peaked at $15.1M in Q2 2024. 239 funds tracked by Wall St. Rank hold CGXU as of Q3 2024.

  • Simplicity Wealth reported no remaining Capital Group International Focus Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 587,858 Capital Group International Focus Equity ETF shares in Q3 2024, an estimated $15.1M.
  • Simplicity Wealth first reported a position in Capital Group International Focus Equity ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Capital Group International Focus Equity ETF position peaked at $15.1M in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.