TFP
CGXU icon

TrueWealth Financial Partners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

TrueWealth Financial Partners’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 		– Sell
-75,919
Closed -$2.24M – 73
2025
Q4 		$2.24M Buy
+75,919
New +$2.28M 1.85% 18

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Royal Bank of Canada
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

TrueWealth Financial Partners's CGXU Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Capital Group International Focus Equity ETF (CGXU) in Q1 2026, closing a stake of 75,919 shares — an estimated $2.24M sold.

TrueWealth Financial Partners first reported a position in CGXU in Q4 2025 and held it in 1 quarter. The position peaked at $2.24M in Q4 2025. 348 funds tracked by Wall St. Rank hold CGXU as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Capital Group International Focus Equity ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 75,919 Capital Group International Focus Equity ETF shares in Q1 2026, an estimated $2.24M.
  • TrueWealth Financial Partners first reported a position in Capital Group International Focus Equity ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Capital Group International Focus Equity ETF position peaked at $2.24M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.