Integrated Wealth Concepts LLC
Position in CGIC — Capital Group International Core Equity ETF
CIK 1737109
WALTHAM, MA
Position in CGIC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$635,733
+$420,088 QoQ
Shares Held
17,470
+168.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 66 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGIC Over Time
Shares Held
Position Value (USD)
All Filings in CGIC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,733 | 17,470 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $215,645 | 6,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,507 | 6,231 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||