U.S. Capital Wealth Advisors’s Capital Group International Core Equity ETF CGIC Stock Holding History

U.S. Capital Wealth Advisors’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	$1.56M	Buy	47,238 +19,053	+68%	+$652K	0.04%	400
2025 Q4	$916K	Buy	28,185 +9,267	+49%	+$292K	0.02%	517
2025 Q3	$583K	Buy	18,918 +4,161	+28%	+$124K	0.02%	595
2025 Q2	$430K	Buy	+14,757	New	+$403K	0.01%	631

Other funds holding CGIC

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CGPCS

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

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

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

AWA

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

U.S. Capital Wealth Advisors's CGIC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Capital Group International Core Equity ETF (CGIC) stake by 68% in Q1 2026, buying an estimated $652K and bringing the position to 47,238 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #400.

U.S. Capital Wealth Advisors first reported a position in CGIC in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold CGIC as of Q1 2026.

U.S. Capital Wealth Advisors held 47,238 shares of Capital Group International Core Equity ETF worth $1.56M as of Q1 2026.
U.S. Capital Wealth Advisors bought 19,053 Capital Group International Core Equity ETF shares in Q1 2026, an estimated $652K.
Capital Group International Core Equity ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #400 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group International Core Equity ETF in Q2 2025 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.