Chevy Chase Trust
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Chevy Chase Trust’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Chevy Chase Trust’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
Q2 		$1.79M Sell
44,984
-1,586
-3% -$62.3K ﹤0.01% 559
2026
Q1 		$1.72M Buy
+46,570
New +$1.78M ﹤0.01% 564

Other funds holding CEFA

CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
SPW
Signet Private Wealth Chicago, Illinois $125M 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 $672B AUM 33.48% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return

Chevy Chase Trust's CEFA Position: Q2 2026 in Review

Chevy Chase Trust reduced its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 3.4% in Q2 2026, selling an estimated $62.3K and leaving 44,984 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Chevy Chase Trust first reported a position in CEFA in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • Chevy Chase Trust held 44,984 shares of Global X S&P Catholic Values Developed ex-US ETF worth $1.79M as of Q2 2026.
  • Chevy Chase Trust sold 1,586 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $62.3K.
  • Global X S&P Catholic Values Developed ex-US ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #559 holding.
  • Chevy Chase Trust first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.