Steward Partners Investment Advisory’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Steward Partners Investment Advisory’s Portfolio CGXU Stock Details CGXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.19M	Sell	178,823 -31,971	-15%	-$1.06M	0.03%	486
2026 Q1	$6.22M	Buy	210,794 +2,865	+1%	+$88.3K	0.03%	438
2025 Q4	$6.14M	Buy	207,929 +27,897	+15%	+$839K	0.03%	419
2025 Q3	$5.33M	Buy	180,032 +12,586	+8%	+$352K	0.03%	454
2025 Q2	$4.54M	Buy	167,446 +42,259	+34%	+$1.07M	0.04%	457
2025 Q1	$3.06M	Buy	125,187 +1,496	+1%	+$38.3K	0.03%	525
2024 Q4	$3.05M	Buy	123,691 +3,035	+3%	+$79K	0.03%	508
2024 Q3	$3.25M	Buy	120,656 +9,683	+9%	+$252K	0.03%	488
2024 Q2	$2.85M	Buy	110,973 +11,336	+11%	+$293K	0.03%	483
2024 Q1	$2.57M	Buy	99,637 +36,252	+57%	+$888K	0.03%	502
2023 Q4	$1.51M	Buy	63,385 +491	+0.8%	+$11K	0.02%	590
2023 Q3	$1.37M	Buy	62,894 +27,206	+76%	+$626K	0.02%	571
2023 Q2	$839K	Buy	35,688 +1,954	+6%	+$45.5K	0.01%	750
2023 Q1	$782K	Buy	33,734 +15,324	+83%	+$343K	0.01%	766
2022 Q4	$383K	Buy	+18,410	New	+$377K	0.01%	997

Other funds holding CGXU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Steward Partners Investment Advisory's CGXU Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Capital Group International Focus Equity ETF (CGXU) stake by 15% in Q2 2026, selling an estimated $1.06M and leaving 178,823 shares worth $6.19M. The position accounts for 0.03% of the portfolio, ranked #486.

Steward Partners Investment Advisory first reported a position in CGXU in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.22M in Q1 2026. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Steward Partners Investment Advisory held 178,823 shares of Capital Group International Focus Equity ETF worth $6.19M as of Q2 2026.
Steward Partners Investment Advisory sold 31,971 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $1.06M.
Capital Group International Focus Equity ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #486 holding.
Steward Partners Investment Advisory first reported a position in Capital Group International Focus Equity ETF in Q4 2022 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Capital Group International Focus Equity ETF position peaked at $6.22M in Q1 2026.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.