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

MCF 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
Q1 		$39.5K Sell
1,072
-1,228
-53% -$47K ﹤0.01% 654
2025
Q4 		$85.6K Buy
+2,300
New +$84.5K ﹤0.01% 423

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
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 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
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
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

MCF Advisors's CEFA Position: Q1 2026 in Review

MCF Advisors reduced its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 53% in Q1 2026, selling an estimated $47K and leaving 1,072 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

MCF Advisors first reported a position in CEFA in Q4 2025 and has held it in 2 quarters since. The position peaked at $85.6K in Q4 2025. 37 funds tracked by Wall St. Rank hold CEFA as of Q1 2026.

  • MCF Advisors held 1,072 shares of Global X S&P Catholic Values Developed ex-US ETF worth $39.5K as of Q1 2026.
  • MCF Advisors sold 1,228 Global X S&P Catholic Values Developed ex-US ETF shares in Q1 2026, an estimated $47K.
  • Global X S&P Catholic Values Developed ex-US ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #654 holding.
  • MCF Advisors first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q4 2025 and has held it in 2 quarters since.
  • MCF Advisors's Global X S&P Catholic Values Developed ex-US ETF position peaked at $85.6K 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 MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.