EP Wealth Advisors, LLC
Position in CGXU — Capital Group International Focus Equity ETF
CIK 1540569
TORRANCE, CA
Position in CGXU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,425,057
+$513,286 QoQ
Shares Held
156,703
-5.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#31
of 112 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in CGXU Over Time
Shares Held
Position Value (USD)
All Filings in CGXU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,425,057 | 156,703 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $4,911,771 | 166,219 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||