Leith Wheeler Investment Counsel’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Leith Wheeler Investment Counsel’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 Q1	$2.15M	Hold	58,300	–	–	0.18%	57
2025 Q4	$2.15M	Hold	58,300	–	–	0.16%	56
2025 Q3	$2.1M	Buy	58,300 +5,805	+11%	+$204K	0.14%	57
2025 Q2	$1.8M	Buy	52,495 +6,132	+13%	+$202K	0.13%	53
2025 Q1	$1.56M	Buy	+46,363	New	+$1.47M	0.11%	56

Other funds holding CEFA

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

SPW

Signet Private Wealth Chicago, Illinois $105M AUM

PWMG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HCA

Harpswell Capital Advisors Yarmouth, Maine $134M AUM

Leith Wheeler Investment Counsel's CEFA Position: Q1 2026 in Review

Leith Wheeler Investment Counsel held its Global X S&P Catholic Values Developed ex-US ETF (CEFA) position steady in Q1 2026 at 58,300 shares worth $2.15M. The position accounts for 0.18% of the portfolio, ranked #57.

Leith Wheeler Investment Counsel first reported a position in CEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.15M in Q4 2025. 37 funds tracked by Wall St. Rank hold CEFA as of Q1 2026.

Leith Wheeler Investment Counsel held 58,300 shares of Global X S&P Catholic Values Developed ex-US ETF worth $2.15M as of Q1 2026.
Leith Wheeler Investment Counsel left its Global X S&P Catholic Values Developed ex-US ETF share count unchanged in Q1 2026.
Global X S&P Catholic Values Developed ex-US ETF made up 0.18% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #57 holding.
Leith Wheeler Investment Counsel first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2025 and has held it in 5 quarters since.
Leith Wheeler Investment Counsel's Global X S&P Catholic Values Developed ex-US ETF position peaked at $2.15M in Q4 2025.
37 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.