Financial Engines Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Financial Engines Advisors’s Portfolio CATH Stock Details CATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$629K	Buy	7,108 +3,179	+81%	+$276K	﹤0.01%	372
2026 Q1	$307K	Hold	3,929	–	–	﹤0.01%	466
2025 Q4	$323K	Hold	3,929	–	–	﹤0.01%	454
2025 Q3	$318K	Sell	3,929 -213	-5%	-$16.6K	﹤0.01%	457
2025 Q2	$313K	Buy	4,142 +27	+0.7%	+$1.88K	﹤0.01%	438
2025 Q1	$278K	Buy	4,115 +25	+0.6%	+$1.77K	﹤0.01%	383
2024 Q4	$290K	Sell	4,090 -37	-0.9%	-$2.64K	﹤0.01%	390
2024 Q3	$286K	Sell	4,127 -257	-6%	-$17.1K	﹤0.01%	338
2024 Q2	$288K	Hold	4,384	–	–	﹤0.01%	312
2024 Q1	$279K	Sell	4,384 -20	-0.5%	-$1.21K	﹤0.01%	304
2023 Q4	$257K	Sell	4,404 -263	-6%	-$14.3K	﹤0.01%	284
2023 Q3	$244K	Sell	4,667 -48	-1%	-$2.61K	﹤0.01%	261
2023 Q2	$258K	Hold	4,715	–	–	﹤0.01%	257
2023 Q1	$237K	Buy	+4,715	New	+$230K	﹤0.01%	261
2022 Q1	–	Sell	-3,452	Closed	-$205K	–	309
2021 Q4	$205K	Buy	+3,452	New	+$198K	﹤0.01%	262

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Financial Engines Advisors's CATH Position: Q2 2026 in Review

Financial Engines Advisors increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 81% in Q2 2026, buying an estimated $276K and bringing the position to 7,108 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Financial Engines Advisors first reported a position in CATH in Q4 2021 and has held it in 15 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Financial Engines Advisors held 7,108 shares of Global X S&P 500 Catholic Values ETF worth $629K as of Q2 2026.
Financial Engines Advisors bought 3,179 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $276K.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #372 holding.
Financial Engines Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and has held it in 15 quarters since.
213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.