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Curi RMB Capital’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Curi RMB Capital’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 		$1.77M Buy
48,072
+5,224
+12% +$200K 0.03% 356
2025
Q4 		$1.61M Hold
42,848
– – 0.03% 377
2025
Q3 		$1.54M Buy
42,848
+2,903
+7% +$102K 0.03% 364
2025
Q2 		$1.39M Buy
+39,945
New +$1.32M 0.03% 378

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

Curi RMB Capital's CEFA Position: Q1 2026 in Review

Curi RMB Capital increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 12% in Q1 2026, buying an estimated $200K and bringing the position to 48,072 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #356.

Curi RMB Capital first reported a position in CEFA in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CEFA as of Q1 2026.

  • Curi RMB Capital held 48,072 shares of Global X S&P Catholic Values Developed ex-US ETF worth $1.77M as of Q1 2026.
  • Curi RMB Capital bought 5,224 Global X S&P Catholic Values Developed ex-US ETF shares in Q1 2026, an estimated $200K.
  • Global X S&P Catholic Values Developed ex-US ETF made up 0.03% of Curi RMB Capital's portfolio in Q1 2026, its #356 holding.
  • Curi RMB Capital first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q2 2025 and has held it in 4 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 Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.