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

Summit Financial’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	$5.37M	Buy	146,055 +12,058	+9%	+$431K	0.06%	329
2026 Q1	$4.44M	Buy	133,997 +19,133	+17%	+$655K	0.06%	345
2025 Q4	$3.73M	Buy	114,864 +19,031	+20%	+$600K	0.05%	325
2025 Q3	$2.95M	Buy	+95,833	New	+$2.86M	0.05%	377

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

Summit Financial's CGIC Position: Q2 2026 in Review

Summit Financial increased its Capital Group International Core Equity ETF (CGIC) stake by 9% in Q2 2026, buying an estimated $431K and bringing the position to 146,055 shares worth $5.37M. The position accounts for 0.06% of the portfolio, ranked #329.

Summit Financial first reported a position in CGIC in Q3 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Summit Financial held 146,055 shares of Capital Group International Core Equity ETF worth $5.37M as of Q2 2026.
Summit Financial bought 12,058 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $431K.
Capital Group International Core Equity ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #329 holding.
Summit Financial first reported a position in Capital Group International Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.