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Capital Group Core Equity Et shares owned by MSH Capital Advisors

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

Historical chart of MSH Capital 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 MSH Capital 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 MSH Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 9.6k 40.23
2025-09-30 $468k 12k 39.54
2025-06-30 $376k 10k 36.93

More positions owned by MSH Capital Advisors

Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SDY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for MSH Capital Advisors

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Jones Financial Companies, L.L
Capital Research and Management Company - Division 3
Cetera Investment Advisers
Wells Fargo & Company
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Merit Financial Group
Advisor Group Holdings
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et