WIA
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World Investment Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

World Investment Advisors’s Portfolio CGUS Stock Details CGUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.81M Buy
99,085
+12,133
+14% +$489K 0.06% 321
2025
Q4 		$3.5M Sell
86,952
-2,952
-3% -$118K 0.06% 335
2025
Q3 		$3.55M Buy
89,904
+1,300
+1% +$49.9K 0.07% 285
2025
Q2 		$3.27M Buy
88,604
+23,962
+37% +$816K 0.07% 279
2025
Q1 		$2.16M Buy
64,642
+47,354
+274% +$1.66M 0.06% 337
2024
Q4 		$605K Sell
17,288
-3
-0% -$105 0.02% 612
2024
Q3 		$593K Buy
17,291
+9,398
+119% +$310K 0.02% 548
2024
Q2 		$255K Buy
7,893
+205
+3% +$6.4K 0.02% 535
2024
Q1 		$246K Buy
+7,688
New +$228K 0.04% 339

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return