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

Welch Group’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 		– Sell
-7,119
Closed -$210K – 314
2025
Q4 		$210K Buy
+7,119
New +$214K 0.01% 295

Other funds holding CGXU

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $666B 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 $70.8B AUM 21.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Welch Group's CGXU Position: Q1 2026 in Review

Welch Group sold out of Capital Group International Focus Equity ETF (CGXU) in Q1 2026, closing a stake of 7,119 shares — an estimated $210K sold.

Welch Group first reported a position in CGXU in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 347 funds tracked by Wall St. Rank hold CGXU as of Q1 2026.

  • Welch Group reported no remaining Capital Group International Focus Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Welch Group sold 7,119 Capital Group International Focus Equity ETF shares in Q1 2026, an estimated $210K.
  • Welch Group first reported a position in Capital Group International Focus Equity ETF in Q4 2025 and held it in 1 quarter.
  • Welch Group's Capital Group International Focus Equity ETF position peaked at $210K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q1 2026.

Based on Welch Group's 13F filing for Q1 2026, filed 21 Apr 2026.