Waverly Advisors’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Waverly 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 Q2	$470K	Sell	13,568 -916	-6%	-$30.4K	﹤0.01%	1205
2026 Q1	$427K	Buy	14,484 +7,623	+111%	+$235K	﹤0.01%	1155
2025 Q4	$203K	Sell	6,861 -2,890	-30%	-$86.9K	﹤0.01%	1381
2025 Q3	$289K	Hold	9,751	–	–	﹤0.01%	1055
2025 Q2	$265K	Sell	9,751 -1,368	-12%	-$34.8K	﹤0.01%	1020
2025 Q1	$272K	Buy	11,119 +1,043	+10%	+$26.7K	﹤0.01%	956
2024 Q4	$249K	Buy	+10,076	New	+$262K	﹤0.01%	876

Other funds holding CGXU

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

CGPCS

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

Waverly Advisors's CGXU Position: Q2 2026 in Review

Waverly Advisors reduced its Capital Group International Focus Equity ETF (CGXU) stake by 6.3% in Q2 2026, selling an estimated $30.4K and leaving 13,568 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Waverly Advisors first reported a position in CGXU in Q4 2024 and has held it in 7 quarters since. 380 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Waverly Advisors held 13,568 shares of Capital Group International Focus Equity ETF worth $470K as of Q2 2026.
Waverly Advisors sold 916 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $30.4K.
Capital Group International Focus Equity ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1205 holding.
Waverly Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and has held it in 7 quarters since.
380 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

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