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

Whipplewood 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
2025
Q3 		– Sell
-857
Closed -$23.3K – 454
2025
Q2 		$23.3K Buy
857
+311
+57% +$7.91K 0.01% 434
2025
Q1 		$26.7K Sell
546
-558
-51% -$14.3K 0.02% 403
2024
Q4 		$27.2K Buy
+1,104
New +$28.7K 0.02% 399

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Whipplewood Advisors's CGXU Position: Q3 2025 in Review

Whipplewood Advisors sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2025, closing a stake of 857 shares — an estimated $23.3K sold.

Whipplewood Advisors first reported a position in CGXU in Q4 2024 and held it in 3 quarters. The position peaked at $27.2K in Q4 2024. 300 funds tracked by Wall St. Rank hold CGXU as of Q3 2025.

  • Whipplewood Advisors reported no remaining Capital Group International Focus Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 857 Capital Group International Focus Equity ETF shares in Q3 2025, an estimated $23.3K.
  • Whipplewood Advisors first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Capital Group International Focus Equity ETF position peaked at $27.2K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.