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

SteelPeak Wealth’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	$2.06M	Buy	+56,150	New	+$2M	0.05%	227
2026 Q1	–	Sell	-10,586	Closed	-$344K	–	661
2025 Q4	$344K	Buy	+10,586	New	+$334K	0.01%	408

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

SteelPeak Wealth's CGIC Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Capital Group International Core Equity ETF (CGIC) in Q2 2026: 56,150 shares worth $2.06M. The stake represents 0.05% of the portfolio and ranks #227 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in CGIC as recently as Q4 2025.

SteelPeak Wealth first reported a position in CGIC in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

SteelPeak Wealth held 56,150 shares of Capital Group International Core Equity ETF worth $2.06M as of Q2 2026.
Capital Group International Core Equity ETF was a new SteelPeak Wealth position in Q2 2026.
Capital Group International Core Equity ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #227 holding.
SteelPeak Wealth first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.