James T. Borello RIA
CGXU icon

James T. Borello RIA’s Capital Group International Focus Equity ETF CGXU Stock Holding History

James T. Borello RIA’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
2026
Q3 		$24.7M Buy
721,014
+38,424
+6% +$1.32M 5.13% 6
2026
Q2 		$23.6M Buy
682,590
+74,047
+12% +$2.46M 5.1% 7
2026
Q1 		$17.9M Buy
608,543
+48,942
+9% +$1.51M 4.54% 7
2025
Q4 		$16.5M Buy
559,601
+61,629
+12% +$1.85M 4.26% 7
2025
Q3 		$14.7M Buy
497,972
+31,348
+7% +$876K 3.99% 7
2025
Q2 		$12.7M Buy
466,624
+37,463
+9% +$952K 3.69% 10
2025
Q1 		$10.5M Buy
429,161
+119,784
+39% +$3.06M 3.37% 10
2024
Q4 		$7.63M Buy
309,377
+21,067
+7% +$548K 2.85% 10
2024
Q3 		$7.78M Buy
288,310
+7,161
+3% +$187K 3.16% 10
2024
Q2 		$7.23M Sell
281,149
-1,376
-0.5% -$35.5K 3.2% 10
2024
Q1 		$7.28M Buy
282,525
+115,850
+70% +$2.84M 3.32% 10
2023
Q4 		$3.98M Buy
+166,675
New +$3.72M 3.25% 9

Other funds holding CGXU

Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

James T. Borello RIA's CGXU Position: Q3 2026 in Review

James T. Borello RIA increased its Capital Group International Focus Equity ETF (CGXU) stake by 5.6% in Q3 2026, buying an estimated $1.32M and bringing the position to 721,014 shares worth $24.7M. The position accounts for 5.13% of the portfolio, ranked #6.

James T. Borello RIA first reported a position in CGXU in Q4 2023 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold CGXU as of Q3 2026.

  • James T. Borello RIA held 721,014 shares of Capital Group International Focus Equity ETF worth $24.7M as of Q3 2026.
  • James T. Borello RIA bought 38,424 Capital Group International Focus Equity ETF shares in Q3 2026, an estimated $1.32M.
  • Capital Group International Focus Equity ETF made up 5.13% of James T. Borello RIA's portfolio in Q3 2026, its #6 holding.
  • James T. Borello RIA first reported a position in Capital Group International Focus Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 116 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.