Souders Financial Advisors’s Capital Group International Core Equity ETF CGIC Stock Holding History

Souders Financial Advisors’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 Q2	$14M	Buy	383,755 +23,008	+6%	+$821K	1.4%	24
2026 Q1	$11.9M	Sell	360,747 -14,481	-4%	-$496K	1.36%	20
2025 Q4	$12.2M	Buy	375,228 +14,739	+4%	+$465K	1.4%	19
2025 Q3	$11.1M	Buy	360,489 +154,687	+75%	+$4.61M	1.32%	23
2025 Q2	$5.99M	Buy	205,802 +13,443	+7%	+$367K	0.76%	32
2025 Q1	$5M	Buy	192,359 +27,545	+17%	+$704K	0.7%	31
2024 Q4	$3.96M	Buy	+164,814	New	+$4.13M	0.55%	44

Other funds holding CGIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Souders Financial Advisors's CGIC Position: Q2 2026 in Review

Souders Financial Advisors increased its Capital Group International Core Equity ETF (CGIC) stake by 6.4% in Q2 2026, buying an estimated $821K and bringing the position to 383,755 shares worth $14M. The position accounts for 1.4% of the portfolio, ranked #24.

Souders Financial Advisors first reported a position in CGIC in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Souders Financial Advisors held 383,755 shares of Capital Group International Core Equity ETF worth $14M as of Q2 2026.
Souders Financial Advisors bought 23,008 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $821K.
Capital Group International Core Equity ETF made up 1.4% of Souders Financial Advisors's portfolio in Q2 2026, its #24 holding.
Souders Financial Advisors first reported a position in Capital Group International Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.