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AE Wealth Management’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

AE Wealth Management’s Portfolio CEFA Stock Details CEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$992 – 2163
2024
Q4 		$992 Buy
+33
New +$1.03K ﹤0.01% 2041

Other funds holding CEFA

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AE Wealth Management's CEFA Position: Q1 2025 in Review

AE Wealth Management sold out of Global X S&P Catholic Values Developed ex-US ETF (CEFA) in Q1 2025, closing a stake of 33 shares — an estimated $992 sold.

AE Wealth Management first reported a position in CEFA in Q4 2024 and held it in 1 quarter. The position peaked at $992 in Q4 2024. 19 funds tracked by Wall St. Rank hold CEFA as of Q1 2025.

  • AE Wealth Management reported no remaining Global X S&P Catholic Values Developed ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 33 Global X S&P Catholic Values Developed ex-US ETF shares in Q1 2025, an estimated $992.
  • AE Wealth Management first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Global X S&P Catholic Values Developed ex-US ETF position peaked at $992 in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.