MFA Wealth Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

MFA Wealth Advisors’s Portfolio CATH Stock Details CATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,197	Closed	-$457K	–	61
2022 Q1	$457K	Buy	8,197 +1,580	+24%	+$86.8K	0.15%	55
2021 Q4	$390K	Buy	6,617 +509	+8%	+$29.1K	0.17%	53
2021 Q3	$329K	Sell	6,108 -1,013	-14%	-$55.7K	0.15%	52
2021 Q2	$380K	Buy	7,121 +2,327	+49%	+$121K	0.17%	51
2021 Q1	$238K	Buy	+4,794	New	+$229K	0.12%	58

Other funds holding CATH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

HCC

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

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

MFA Wealth Advisors's CATH Position: Q2 2022 in Review

MFA Wealth Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2022, closing a stake of 8,197 shares — an estimated $457K sold.

MFA Wealth Advisors first reported a position in CATH in Q1 2021 and held it in 5 quarters. The position peaked at $457K in Q1 2022. 114 funds tracked by Wall St. Rank hold CATH as of Q2 2022.

MFA Wealth Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2022 after selling out during the quarter.
MFA Wealth Advisors sold 8,197 Global X S&P 500 Catholic Values ETF shares in Q2 2022, an estimated $457K.
MFA Wealth Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2021 and held it in 5 quarters.
MFA Wealth Advisors's Global X S&P 500 Catholic Values ETF position peaked at $457K in Q1 2022.
114 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2022.

Based on MFA Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.