Envestnet Asset Management
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Envestnet Asset Management’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Envestnet Asset Management’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
Q2 		$286K Buy
2025
Q1 		$258K Buy
2024
Q4 		$231K Hold
2024
Q3 		$251K Buy
2024
Q2 		$233K Hold
2024
Q1 		$241K Buy
2023
Q4 		$225K Buy
2023
Q3 		$200K Buy
2022
Q1 		– Sell
2021
Q4 		$264K Buy