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Wealthspire Advisors (New York)’s Capital Group International Equity ETF CGIE Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CGIE Stock Details CGIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,801
Closed -$128K – 1354
2025
Q3 		$128K Buy
+3,801
New +$125K ﹤0.01% 932

Other funds holding CGIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s CGIE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Capital Group International Equity ETF (CGIE) in Q4 2025, closing a stake of 3,801 shares — an estimated $128K sold.

Wealthspire Advisors (New York) first reported a position in CGIE in Q3 2025 and held it in 1 quarter. The position peaked at $128K in Q3 2025. 155 funds tracked by Wall St. Rank hold CGIE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Capital Group International Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 3,801 Capital Group International Equity ETF shares in Q4 2025, an estimated $128K.
  • Wealthspire Advisors (New York) first reported a position in Capital Group International Equity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Capital Group International Equity ETF position peaked at $128K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.