World Investment Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
9,101
-17,842
-66% -$510K 0.01% 977
2025
Q1
$731K Buy
26,943
+7,058
+35% +$191K 0.02% 581
2024
Q4
$528K Buy
19,885
+12,300
+162% +$326K 0.01% 653
2024
Q3
$207K Buy
+7,585
New +$207K 0.01% 861