Sweeney & Michel’s Capital Group International Equity ETF CGIE Stock Holding History

Sweeney & Michel’s Portfolio CGIE Stock Details CGIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.6M	Buy	324,312 +4,748	+1%	+$169K	3.42%	7
2025 Q4	$11.7M	Buy	319,564 +136,155	+74%	+$4.67M	3.46%	7
2025 Q3	$6.11M	Buy	183,409 +1,097	+0.6%	+$36.2K	2.05%	12
2025 Q2	$5.95M	Buy	182,312 +6,708	+4%	+$209K	2.11%	12
2025 Q1	$4.64M	Buy	+175,604	New	+$5.12M	2.03%	13
2024 Q3	$5.09M	Sell	170,918 -26	-0%	-$762	2.01%	15
2024 Q2	$4.97M	Sell	170,944 -1,650	-1%	-$47.6K	2.12%	15
2024 Q1	$5.05M	Buy	+172,594	New	+$4.84M	2.24%	14
2023 Q3	$4.18M	Buy	+166,033	New	+$4.14M	2.19%	14

Other funds holding CGIE

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sweeney & Michel's CGIE Position: Q1 2026 in Review

Sweeney & Michel increased its Capital Group International Equity ETF (CGIE) stake by 1.5% in Q1 2026, buying an estimated $169K and bringing the position to 324,312 shares worth $11.6M. The position accounts for 3.42% of the portfolio, ranked #7.

Sweeney & Michel first reported a position in CGIE in Q3 2023 and has held it in 9 quarters since. The position peaked at $11.7M in Q4 2025. 160 funds tracked by Wall St. Rank hold CGIE as of Q1 2026.

Sweeney & Michel held 324,312 shares of Capital Group International Equity ETF worth $11.6M as of Q1 2026.
Sweeney & Michel bought 4,748 Capital Group International Equity ETF shares in Q1 2026, an estimated $169K.
Capital Group International Equity ETF made up 3.42% of Sweeney & Michel's portfolio in Q1 2026, its #7 holding.
Sweeney & Michel first reported a position in Capital Group International Equity ETF in Q3 2023 and has held it in 9 quarters since.
Sweeney & Michel's Capital Group International Equity ETF position peaked at $11.7M in Q4 2025.
160 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.