Swisher Financial Concepts’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Swisher Financial Concepts’s Portfolio CGXU Stock Details CGXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Sell	46,460 -36,116	-44%	-$1.2M	1.01%	18
2026 Q1	$2.44M	Sell	82,576 -104,876	-56%	-$3.23M	1.36%	18
2025 Q4	$5.54M	Buy	187,452 +8,182	+5%	+$246K	3.14%	13
2025 Q3	$5.31M	Sell	179,270 -1,163	-0.6%	-$32.5K	3.18%	13
2025 Q2	$4.9M	Buy	180,433 +24,873	+16%	+$632K	3.16%	14
2025 Q1	$3.81M	Buy	+155,560	New	+$3.98M	3.15%	13
2024 Q4	–	Sell	-12,348	Closed	-$328K	–	67
2024 Q3	$328K	Sell	12,348 -9,024	-42%	-$235K	0.21%	68
2024 Q2	$552K	Buy	21,372 +6,883	+48%	+$178K	0.56%	29
2024 Q1	$371K	Buy	14,489 +3,335	+30%	+$81.7K	0.32%	50
2023 Q4	$262K	Buy	+11,154	New	+$249K	0.25%	62

Other funds holding CGXU

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

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

Swisher Financial Concepts's CGXU Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Capital Group International Focus Equity ETF (CGXU) stake by 44% in Q2 2026, selling an estimated $1.2M and leaving 46,460 shares worth $1.61M. The position accounts for 1.01% of the portfolio, ranked #18.

Swisher Financial Concepts first reported a position in CGXU in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.54M in Q4 2025. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Swisher Financial Concepts held 46,460 shares of Capital Group International Focus Equity ETF worth $1.61M as of Q2 2026.
Swisher Financial Concepts sold 36,116 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $1.2M.
Capital Group International Focus Equity ETF made up 1.01% of Swisher Financial Concepts's portfolio in Q2 2026, its #18 holding.
Swisher Financial Concepts first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Capital Group International Focus Equity ETF position peaked at $5.54M in Q4 2025.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.