WR Wealth Planners’s Capital Group International Focus Equity ETF CGXU Stock Holding History

WR Wealth Planners’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
2024 Q4	$41.2K	Sell	1,669 -2,548	-60%	-$66.3K	0.01%	339
2024 Q3	$114K	Sell	4,217 -293	-6%	-$7.64K	0.03%	251
2024 Q2	$116K	Buy	4,510 +1,532	+51%	+$39.6K	0.04%	226
2024 Q1	$76.8K	Buy	+2,978	New	+$73K	0.02%	285
2023 Q4	–	Sell	-1,055	Closed	-$22.9K	–	290
2023 Q3	$22.9K	Buy	1,055 +200	+23%	+$4.6K	0.01%	409
2023 Q2	$20.1K	Buy	855 +700	+452%	+$16.3K	0.01%	433
2023 Q1	$3.59K	Hold	155	–	–	﹤0.01%	725
2022 Q4	$3.23K	Buy	+155	New	+$3.17K	﹤0.01%	366

Other funds holding CGXU

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

WR Wealth Planners's CGXU Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group International Focus Equity ETF (CGXU) stake by 60% in Q4 2024, selling an estimated $66.3K and leaving 1,669 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #339.

WR Wealth Planners first reported a position in CGXU in Q4 2022 and has held it in 8 quarters since. The position peaked at $116K in Q2 2024. 269 funds tracked by Wall St. Rank hold CGXU as of Q4 2024.

WR Wealth Planners held 1,669 shares of Capital Group International Focus Equity ETF worth $41.2K as of Q4 2024.
WR Wealth Planners sold 2,548 Capital Group International Focus Equity ETF shares in Q4 2024, an estimated $66.3K.
Capital Group International Focus Equity ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #339 holding.
WR Wealth Planners first reported a position in Capital Group International Focus Equity ETF in Q4 2022 and has held it in 8 quarters since.
WR Wealth Planners's Capital Group International Focus Equity ETF position peaked at $116K in Q2 2024.
269 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.