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TrueWealth Advisors’s Capital Group International Equity ETF CGIE Stock Holding History

TrueWealth Advisors’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 		– Sell
-5,779
Closed -$201K – 237
2025
Q4 		$201K Buy
+5,779
New +$198K 0.05% 239

Other funds holding CGIE

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TrueWealth Advisors's CGIE Position: Q1 2026 in Review

TrueWealth Advisors sold out of Capital Group International Equity ETF (CGIE) in Q1 2026, closing a stake of 5,779 shares — an estimated $201K sold.

TrueWealth Advisors first reported a position in CGIE in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 162 funds tracked by Wall St. Rank hold CGIE as of Q1 2026.

  • TrueWealth Advisors reported no remaining Capital Group International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 5,779 Capital Group International Equity ETF shares in Q1 2026, an estimated $201K.
  • TrueWealth Advisors first reported a position in Capital Group International Equity ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Advisors's Capital Group International Equity ETF position peaked at $201K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.