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

World Equity 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
2023
Q3 		– Sell
-24,831
Closed -$584K – 338
2023
Q2 		$584K Buy
24,831
+9,672
+64% +$225K 0.17% 153
2023
Q1 		$413K Buy
+15,159
New +$339K 0.06% 314

Other funds holding CGXU

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

World Equity Group's CGXU Position: Q3 2023 in Review

World Equity Group sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2023, closing a stake of 24,831 shares — an estimated $584K sold.

World Equity Group first reported a position in CGXU in Q1 2023 and held it in 2 quarters. The position peaked at $584K in Q2 2023. 157 funds tracked by Wall St. Rank hold CGXU as of Q3 2023.

  • World Equity Group reported no remaining Capital Group International Focus Equity ETF position as of Q3 2023 after selling out during the quarter.
  • World Equity Group sold 24,831 Capital Group International Focus Equity ETF shares in Q3 2023, an estimated $584K.
  • World Equity Group first reported a position in Capital Group International Focus Equity ETF in Q1 2023 and held it in 2 quarters.
  • World Equity Group's Capital Group International Focus Equity ETF position peaked at $584K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.