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 Q2	$3.8M	Sell	98,754 -331	-0.3%	-$14.2K	0.06%	317
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

World Investment Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 0.33% in Q2 2026, selling an estimated $14.2K and leaving 98,754 shares worth $3.8M. The position accounts for 0.06% of the portfolio, ranked #317.

World Investment Advisors first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.81M in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

World Investment Advisors held 98,754 shares of Capital Group Core Equity ETF worth $3.8M as of Q2 2026.
World Investment Advisors sold 331 Capital Group Core Equity ETF shares in Q2 2026, an estimated $14.2K.
Capital Group Core Equity ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #317 holding.
World Investment Advisors first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Capital Group Core Equity ETF position peaked at $3.81M in Q1 2026.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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