WI
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Wintrust Investments’s Capital Group International Equity ETF CGIE Stock Holding History

Wintrust Investments’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
2024
Q3 		– Sell
-7,109
Closed -$204K – 502
2024
Q2 		$204K Sell
7,109
-9,816
-58% -$283K 0.02% 450
2024
Q1 		$491K Buy
+16,925
New +$474K 0.04% 291

Other funds holding CGIE

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wintrust Investments's CGIE Position: Q3 2024 in Review

Wintrust Investments sold out of Capital Group International Equity ETF (CGIE) in Q3 2024, closing a stake of 7,109 shares — an estimated $204K sold.

Wintrust Investments first reported a position in CGIE in Q1 2024 and held it in 2 quarters. The position peaked at $491K in Q1 2024. 54 funds tracked by Wall St. Rank hold CGIE as of Q3 2024.

  • Wintrust Investments reported no remaining Capital Group International Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Wintrust Investments sold 7,109 Capital Group International Equity ETF shares in Q3 2024, an estimated $204K.
  • Wintrust Investments first reported a position in Capital Group International Equity ETF in Q1 2024 and held it in 2 quarters.
  • Wintrust Investments's Capital Group International Equity ETF position peaked at $491K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q3 2024.

Based on Wintrust Investments's 13F filing for Q3 2024, filed 12 Nov 2024.