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Capital Group Core Equity Et shares owned by CWS Financial Advisors

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by CWS Financial Advisors from 13F filings

Historical chart of CWS Financial Advisors investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $858k 27k 32.25
2024-03-31 $707k 23k 31.16
2023-12-31 $650k 23k 28.30
2023-09-30 $534k 21k 25.11
2023-06-30 $327k 13k 25.68

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Procter & Gamble Company (PG)

View all positions for CWS Financial Advisors

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Cetera Investment Advisers
Morgan Stanley
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Mml Investors Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et