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Choate Investment Advisors’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Choate Investment Advisors’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 		$10.9M Buy
275,628
+72,492
+36% +$2.85M 0.19% 58
2026
Q1 		$7.49M Buy
+203,136
New +$7.78M 0.15% 74

Other funds holding CEFA

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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 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

Choate Investment Advisors's CEFA Position: Q2 2026 in Review

Choate Investment Advisors increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 36% in Q2 2026, buying an estimated $2.85M and bringing the position to 275,628 shares worth $10.9M. The position accounts for 0.19% of the portfolio, ranked #58.

Choate Investment Advisors 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.

  • Choate Investment Advisors held 275,628 shares of Global X S&P Catholic Values Developed ex-US ETF worth $10.9M as of Q2 2026.
  • Choate Investment Advisors bought 72,492 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $2.85M.
  • Global X S&P Catholic Values Developed ex-US ETF made up 0.19% of Choate Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Choate Investment Advisors 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 Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.