Roehl & Yi Investment Advisors, LLC
Position in CGIE — Capital Group International Equity ETF
CIK 2097566
Eugene, OR
Position in CGIE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,873,018
+$1,341,061 QoQ
Shares Held
132,491
+26.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#19
of 63 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGIE Over Time
Shares Held
Position Value (USD)
All Filings in CGIE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,873,018 | 132,491 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,531,957 | 104,434 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,024,708 | 86,867 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,804,053 | 53,501 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $517,963 | 15,734 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $308,798 | 10,532 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $268,194 | 9,749 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||