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Brown Brothers Harriman & Co’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Brown Brothers Harriman & Co’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
2026
Q1 		$2.01M Buy
54,611
+8,602
+19% +$330K 0.01% 307
2025
Q4 		$1.7M Buy
46,009
+20,868
+83% +$767K 0.01% 300
2025
Q3 		$905K Buy
+25,141
New +$882K 0.01% 365

Other funds holding CEFA

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
SPW
Signet Private Wealth Chicago, Illinois $105M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM

Brown Brothers Harriman & Co's CEFA Position: Q1 2026 in Review

Brown Brothers Harriman & Co increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 19% in Q1 2026, buying an estimated $330K and bringing the position to 54,611 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #307.

Brown Brothers Harriman & Co first reported a position in CEFA in Q3 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold CEFA as of Q1 2026.

  • Brown Brothers Harriman & Co held 54,611 shares of Global X S&P Catholic Values Developed ex-US ETF worth $2.01M as of Q1 2026.
  • Brown Brothers Harriman & Co bought 8,602 Global X S&P Catholic Values Developed ex-US ETF shares in Q1 2026, an estimated $330K.
  • Global X S&P Catholic Values Developed ex-US ETF made up 0.01% of Brown Brothers Harriman & Co's portfolio in Q1 2026, its #307 holding.
  • Brown Brothers Harriman & Co first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q3 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q1 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2026, filed 14 May 2026.