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

World Investment Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.07M	Buy	34,505 +3,698	+12%	+$117K	0.02%	681
2026 Q1	$918K	Buy	30,807 +11,712	+61%	+$363K	0.01%	741
2025 Q4	$582K	Buy	19,095 +10,255	+116%	+$311K	0.01%	871
2025 Q3	$266K	Sell	8,840 -261	-3%	-$7.66K	0.01%	1049
2025 Q2	$260K	Sell	9,101 -17,842	-66%	-$483K	0.01%	981
2025 Q1	$731K	Buy	26,943 +7,058	+35%	+$193K	0.02%	583
2024 Q4	$528K	Buy	19,885 +12,300	+162%	+$336K	0.01%	656
2024 Q3	$207K	Buy	+7,585	New	+$198K	0.01%	864

Other funds holding CGCV

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

World Investment Advisors's CGCV Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 12% in Q2 2026, buying an estimated $117K and bringing the position to 34,505 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #681.

World Investment Advisors first reported a position in CGCV in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

World Investment Advisors held 34,505 shares of Capital Group Conservative Equity ETF worth $1.07M as of Q2 2026.
World Investment Advisors bought 3,698 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $117K.
Capital Group Conservative Equity ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #681 holding.
World Investment Advisors first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.