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

Swisher 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 Q1	$4.49M	Buy	135,598 +103,367	+321%	+$3.54M	2.51%	14
2025 Q4	$1.05M	Sell	32,231 -459	-1%	-$14.5K	0.59%	28
2025 Q3	$1.01M	Sell	32,690 -2,695	-8%	-$80.4K	0.6%	23
2025 Q2	$1.03M	Sell	35,385 -4,300	-11%	-$118K	0.66%	23
2025 Q1	$1.03M	Buy	39,685 +31,196	+367%	+$797K	0.85%	20
2024 Q4	$204K	Sell	8,489 -11,959	-58%	-$300K	0.24%	61
2024 Q3	$527K	Buy	+20,448	New	+$515K	0.33%	53

Other funds holding CGIC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Swisher Financial Concepts's CGIC Position: Q1 2026 in Review

Swisher Financial Concepts increased its Capital Group International Core Equity ETF (CGIC) stake by 321% in Q1 2026, buying an estimated $3.54M and bringing the position to 135,598 shares worth $4.49M. The position accounts for 2.51% of the portfolio, ranked #14.

Swisher Financial Concepts first reported a position in CGIC in Q3 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

Swisher Financial Concepts held 135,598 shares of Capital Group International Core Equity ETF worth $4.49M as of Q1 2026.
Swisher Financial Concepts bought 103,367 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $3.54M.
Capital Group International Core Equity ETF made up 2.51% of Swisher Financial Concepts's portfolio in Q1 2026, its #14 holding.
Swisher Financial Concepts first reported a position in Capital Group International Core Equity ETF in Q3 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.