SVWAG
CGIC

Sound View Wealth Advisors Group’s Capital Group International Core Equity ETF CGIC Stock Holding History

Sound View Wealth Advisors Group’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 		$10.9M Buy
330,562
+128,602
+64% +$4.4M 0.74% 38
2025
Q4 		$6.56M Buy
201,960
+55,707
+38% +$1.76M 0.44% 56
2025
Q3 		$4.51M Buy
+146,253
New +$4.36M 0.31% 75

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

Sound View Wealth Advisors Group's CGIC Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Capital Group International Core Equity ETF (CGIC) stake by 64% in Q1 2026, buying an estimated $4.4M and bringing the position to 330,562 shares worth $10.9M. The position accounts for 0.74% of the portfolio, ranked #38.

Sound View Wealth Advisors Group 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.

  • Sound View Wealth Advisors Group held 330,562 shares of Capital Group International Core Equity ETF worth $10.9M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 128,602 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $4.4M.
  • Capital Group International Core Equity ETF made up 0.74% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #38 holding.
  • Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.