SFC
CGXU icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return