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 Q2	$13.4M	Buy	350,716 +26,404	+8%	+$950K	3.52%	7
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 $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VWM

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

CGPCS

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

Sweeney & Michel's CGIE Position: Q2 2026 in Review

Sweeney & Michel increased its Capital Group International Equity ETF (CGIE) stake by 8.1% in Q2 2026, buying an estimated $950K and bringing the position to 350,716 shares worth $13.4M. The position accounts for 3.52% of the portfolio, ranked #7.

Sweeney & Michel first reported a position in CGIE in Q3 2023 and has held it in 10 quarters since. 179 funds tracked by Wall St. Rank hold CGIE as of Q2 2026.

Sweeney & Michel held 350,716 shares of Capital Group International Equity ETF worth $13.4M as of Q2 2026.
Sweeney & Michel bought 26,404 Capital Group International Equity ETF shares in Q2 2026, an estimated $950K.
Capital Group International Equity ETF made up 3.52% of Sweeney & Michel's portfolio in Q2 2026, its #7 holding.
Sweeney & Michel first reported a position in Capital Group International Equity ETF in Q3 2023 and has held it in 10 quarters since.
179 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.