Waverly Advisors’s Capital Group International Core Equity ETF CGIC Stock Holding History

Waverly 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 Q2	$1.2M	Buy	+32,927	New	+$1.18M	0.01%	831

Other funds holding CGIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

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

Waverly Advisors's CGIC Position: Q2 2026 in Review

Waverly Advisors opened a new position in Capital Group International Core Equity ETF (CGIC) in Q2 2026: 32,927 shares worth $1.2M. The stake represents 0.01% of the portfolio and ranks #831 among its holdings.

220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

Waverly Advisors held 32,927 shares of Capital Group International Core Equity ETF worth $1.2M as of Q2 2026.
Capital Group International Core Equity ETF was a new Waverly Advisors position in Q2 2026.
Capital Group International Core Equity ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #831 holding.
220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.