Willow Creek Wealth Management’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Willow Creek Wealth Management’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	$232K	Hold	7,819	–	–	0.02%	164
2025 Q2	$212K	Buy	+7,819	New	+$199K	0.02%	160
2024 Q4	–	Sell	-7,819	Closed	-$211K	–	154
2024 Q3	$211K	Hold	7,819	–	–	0.02%	152
2024 Q2	$201K	Hold	7,819	–	–	0.02%	148
2024 Q1	$202K	Buy	+7,819	New	+$192K	0.02%	150

Other funds holding CGXU

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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CGPCS

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

Willow Creek Wealth Management's CGXU Position: Q3 2025 in Review

Willow Creek Wealth Management held its Capital Group International Focus Equity ETF (CGXU) position steady in Q3 2025 at 7,819 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #164.

Willow Creek Wealth Management first reported a position in CGXU in Q1 2024 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold CGXU as of Q3 2025.

Willow Creek Wealth Management held 7,819 shares of Capital Group International Focus Equity ETF worth $232K as of Q3 2025.
Willow Creek Wealth Management left its Capital Group International Focus Equity ETF share count unchanged in Q3 2025.
Capital Group International Focus Equity ETF made up 0.02% of Willow Creek Wealth Management's portfolio in Q3 2025, its #164 holding.
Willow Creek Wealth Management first reported a position in Capital Group International Focus Equity ETF in Q1 2024 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.