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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$185K Buy
5,393
+3,411
+172% +$117K 0.01% 887
2025
Q1
$66.5K Buy
1,982
+1,802
+1,001% +$60.5K ﹤0.01% 1093
2024
Q4
$5.41K Buy
+180
New +$5.41K ﹤0.01% 2307