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

EverSource Wealth 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	$326K	Sell	8,217 -125	-1%	-$4.91K	0.01%	760
2026 Q1	$308K	Buy	8,342 +200	+2%	+$7.66K	0.01%	832
2025 Q4	$301K	Sell	8,142 -21	-0.3%	-$772	0.01%	758
2025 Q3	$294K	Buy	8,163 +2,770	+51%	+$97.2K	0.01%	741
2025 Q2	$185K	Buy	5,393 +3,411	+172%	+$112K	0.01%	889
2025 Q1	$66.5K	Buy	1,982 +1,802	+1,001%	+$57K	﹤0.01%	1094
2024 Q4	$5.41K	Buy	+180	New	+$5.62K	﹤0.01%	2307

Other funds holding CEFA

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CDKV Holdings Denver, Colorado $128M AUM

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

EverSource Wealth Advisors's CEFA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 1.5% in Q2 2026, selling an estimated $4.91K and leaving 8,217 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #760.

EverSource Wealth Advisors first reported a position in CEFA in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

EverSource Wealth Advisors held 8,217 shares of Global X S&P Catholic Values Developed ex-US ETF worth $326K as of Q2 2026.
EverSource Wealth Advisors sold 125 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $4.91K.
Global X S&P Catholic Values Developed ex-US ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #760 holding.
EverSource Wealth Advisors first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q4 2024 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.