LPL Financial’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

LPL Financial’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	$543K	Buy	13,683 +5,094	+59%	+$200K	﹤0.01%	4953
2026 Q1	$317K	Buy	+8,589	New	+$329K	﹤0.01%	5149

Other funds holding CEFA

CIA

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

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

LWIC

Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

SPW

Signet Private Wealth Chicago, Illinois $125M AUM

PWMG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

LPL Financial's CEFA Position: Q2 2026 in Review

LPL Financial increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 59% in Q2 2026, buying an estimated $200K and bringing the position to 13,683 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #4953.

LPL Financial first reported a position in CEFA in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

LPL Financial held 13,683 shares of Global X S&P Catholic Values Developed ex-US ETF worth $543K as of Q2 2026.
LPL Financial bought 5,094 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $200K.
Global X S&P Catholic Values Developed ex-US ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4953 holding.
LPL Financial first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2026 and has held it in 2 quarters since.
38 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.