Steward Partners Investment Advisory’s Capital Group International Core Equity ETF CGIC Stock Holding History

Steward Partners Investment Advisory’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	$8.14M	Buy	245,979 +4,488	+2%	+$154K	0.04%	378
2025 Q4	$7.85M	Buy	241,491 +17,011	+8%	+$536K	0.04%	358
2025 Q3	$6.92M	Buy	224,480 +207,543	+1,225%	+$6.19M	0.04%	385
2025 Q2	$493K	Buy	16,937 +14,503	+596%	+$396K	﹤0.01%	1307
2025 Q1	$63.2K	Buy	+2,434	New	+$62.2K	﹤0.01%	2259

Other funds holding CGIC

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

MFG

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

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

Steward Partners Investment Advisory's CGIC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group International Core Equity ETF (CGIC) stake by 1.9% in Q1 2026, buying an estimated $154K and bringing the position to 245,979 shares worth $8.14M. The position accounts for 0.04% of the portfolio, ranked #378.

Steward Partners Investment Advisory first reported a position in CGIC in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

Steward Partners Investment Advisory held 245,979 shares of Capital Group International Core Equity ETF worth $8.14M as of Q1 2026.
Steward Partners Investment Advisory bought 4,488 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $154K.
Capital Group International Core Equity ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #378 holding.
Steward Partners Investment Advisory first reported a position in Capital Group International Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.