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Walkner Condon Financial Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Walkner Condon Financial Advisors’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 		$344K Hold
11,650
– – 0.05% 224
2025
Q4 		$344K Sell
11,650
-1,875
-14% -$56.4K 0.05% 222
2025
Q3 		$401K Sell
13,525
-900
-6% -$25.1K 0.06% 196
2025
Q2 		$391K Sell
14,425
-1,400
-9% -$35.6K 0.07% 192
2025
Q1 		$387K Buy
15,825
+100
+0.6% +$2.56K 0.08% 181
2024
Q4 		$388K Sell
15,725
-500
-3% -$13K 0.08% 185
2024
Q3 		$438K Sell
16,225
-50
-0.3% -$1.3K 0.09% 170
2024
Q2 		$419K Buy
16,275
+800
+5% +$20.7K 0.09% 160
2024
Q1 		$399K Buy
15,475
+2,050
+15% +$50.2K 0.08% 177
2023
Q4 		$320K Sell
13,425
-1,605
-11% -$35.9K 0.07% 205
2023
Q3 		$327K Buy
+15,030
New +$346K 0.09% 179

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