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Ameritas Advisory Services’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-150
Closed -$5.15K – 2239
2025
Q2 		$5.15K Buy
+150
New +$4.94K ﹤0.01% 2226
2023
Q2 		– Sell
-150
Closed -$4.3K – 856
2023
Q1 		$4.3K Buy
+150
New +$4.11K ﹤0.01% 2195

Other funds holding CEFA

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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 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

Ameritas Advisory Services's CEFA Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Global X S&P Catholic Values Developed ex-US ETF (CEFA) in Q3 2025, closing a stake of 150 shares — an estimated $5.15K sold.

Ameritas Advisory Services first reported a position in CEFA in Q1 2023 and held it in 2 quarters. The position peaked at $5.15K in Q2 2025. 24 funds tracked by Wall St. Rank hold CEFA as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Global X S&P Catholic Values Developed ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 150 Global X S&P Catholic Values Developed ex-US ETF shares in Q3 2025, an estimated $5.15K.
  • Ameritas Advisory Services first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Global X S&P Catholic Values Developed ex-US ETF position peaked at $5.15K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.