SWM
CGIC

SK Wealth Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

SK Wealth Management’s Portfolio CGIC Stock Details CGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.5M Buy
520,740
+104,643
+25% +$3.58M 4.84% 7
2025
Q4 		$14.6M Buy
416,097
+386,677
+1,314% +$12.2M 4.07% 8
2025
Q3 		$910K Buy
+29,420
New +$877K 0.34% 44

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SK Wealth Management's CGIC Position: Q1 2026 in Review

SK Wealth Management increased its Capital Group International Core Equity ETF (CGIC) stake by 25% in Q1 2026, buying an estimated $3.58M and bringing the position to 520,740 shares worth $17.5M. The position accounts for 4.84% of the portfolio, ranked #7.

SK Wealth Management first reported a position in CGIC in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

  • SK Wealth Management held 520,740 shares of Capital Group International Core Equity ETF worth $17.5M as of Q1 2026.
  • SK Wealth Management bought 104,643 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $3.58M.
  • Capital Group International Core Equity ETF made up 4.84% of SK Wealth Management's portfolio in Q1 2026, its #7 holding.
  • SK Wealth Management first reported a position in Capital Group International Core Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.