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Hanson & Doremus Investment Management’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Hanson & Doremus Investment 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
2026
Q2 		$692K Buy
17,433
+9,119
+110% +$358K 0.07% 119
2026
Q1 		$307K Buy
8,314
+1,026
+14% +$39.3K 0.04% 160
2025
Q4 		$269K Buy
7,288
+1,586
+28% +$58.3K 0.03% 166
2025
Q3 		$205K Buy
+5,702
New +$200K 0.03% 202

Other funds holding CEFA

PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EI
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
CH
CDKV Holdings Denver, Colorado $128M AUM
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Hanson & Doremus Investment Management's CEFA Position: Q2 2026 in Review

Hanson & Doremus Investment Management increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 110% in Q2 2026, buying an estimated $358K and bringing the position to 17,433 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #119.

Hanson & Doremus Investment Management first reported a position in CEFA in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • Hanson & Doremus Investment Management held 17,433 shares of Global X S&P Catholic Values Developed ex-US ETF worth $692K as of Q2 2026.
  • Hanson & Doremus Investment Management bought 9,119 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $358K.
  • Global X S&P Catholic Values Developed ex-US ETF made up 0.07% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #119 holding.
  • Hanson & Doremus Investment Management first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q3 2025 and has held it in 4 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 Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.