SFC
CGIC

Strategic Financial Concepts’s Capital Group International Core Equity ETF CGIC Stock Holding History

Strategic Financial Concepts’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 		– Sell
-8,185
Closed -$271K – 326
2026
Q1 		$271K Buy
+8,185
New +$280K 0.07% 228

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
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

Strategic Financial Concepts's CGIC Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Capital Group International Core Equity ETF (CGIC) in Q2 2026, closing a stake of 8,185 shares — an estimated $271K sold.

Strategic Financial Concepts first reported a position in CGIC in Q1 2026 and held it in 1 quarter. The position peaked at $271K in Q1 2026. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Capital Group International Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 8,185 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $271K.
  • Strategic Financial Concepts first reported a position in Capital Group International Core Equity ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Concepts's Capital Group International Core Equity ETF position peaked at $271K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.