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

Harpswell Capital 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 Q3	–	Sell	-20,000	Closed	-$794K	–	45
2026 Q2	$794K	Hold	20,000	–	–	0.51%	23
2026 Q1	$738K	Hold	20,000	–	–	0.55%	24
2025 Q4	$739K	Hold	20,000	–	–	0.59%	22
2025 Q3	$720K	Buy	+20,000	New	+$702K	0.69%	20

Other funds holding CEFA

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Harpswell Capital Advisors's CEFA Position: Q3 2026 in Review

Harpswell Capital Advisors sold out of Global X S&P Catholic Values Developed ex-US ETF (CEFA) in Q3 2026, closing a stake of 20,000 shares — an estimated $794K sold.

Harpswell Capital Advisors first reported a position in CEFA in Q3 2025 and held it in 4 quarters. The position peaked at $794K in Q2 2026. 2 funds tracked by Wall St. Rank hold CEFA as of Q3 2026.

Harpswell Capital Advisors reported no remaining Global X S&P Catholic Values Developed ex-US ETF position as of Q3 2026 after selling out during the quarter.
Harpswell Capital Advisors sold 20,000 Global X S&P Catholic Values Developed ex-US ETF shares in Q3 2026, an estimated $794K.
Harpswell Capital Advisors first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q3 2025 and held it in 4 quarters.
Harpswell Capital Advisors's Global X S&P Catholic Values Developed ex-US ETF position peaked at $794K in Q2 2026.
2 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.