Royal Bank of Canada
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Royal Bank of Canada’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Royal Bank of Canada’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 		$847K Buy
22,970
+395
+2% +$15.1K ﹤0.01% 3756
2025
Q4 		$834K Hold
22,575
– – ﹤0.01% 3788
2025
Q3 		$813K Buy
22,575
+255
+1% +$8.95K ﹤0.01% 4134
2025
Q2 		$766K Hold
22,320
– – ﹤0.01% 4132
2025
Q1 		$749K Buy
22,320
+220
+1% +$6.96K ﹤0.01% 3699
2024
Q4 		$665K Hold
22,100
– – ﹤0.01% 3855
2024
Q3 		$723K Buy
22,100
+465
+2% +$14.6K ﹤0.01% 3800
2024
Q2 		$660K Hold
21,635
– – ﹤0.01% 3786
2024
Q1 		$681K Buy
21,635
+235
+1% +$7.07K ﹤0.01% 3758
2023
Q4 		$633K Hold
21,400
– – ﹤0.01% 4057
2023
Q3 		$573K Hold
21,400
– – ﹤0.01% 3926
2023
Q2 		$611K Hold
21,400
– – ﹤0.01% 3791
2023
Q1 		$597K Hold
21,400
– – ﹤0.01% 3724
2022
Q4 		$552K Hold
21,400
– – ﹤0.01% 4026
2022
Q3 		$477K Hold
21,400
– – ﹤0.01% 4075
2022
Q2 		$524K Hold
21,400
– – ﹤0.01% 4056
2022
Q1 		$624K Buy
+21,400
New +$636K ﹤0.01% 4091

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM

Royal Bank of Canada's CEFA Position: Q1 2026 in Review

Royal Bank of Canada increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 1.7% in Q1 2026, buying an estimated $15.1K and bringing the position to 22,970 shares worth $847K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

Royal Bank of Canada first reported a position in CEFA in Q1 2022 and has held it in 17 quarters since. 37 funds tracked by Wall St. Rank hold CEFA as of Q1 2026.

  • Royal Bank of Canada held 22,970 shares of Global X S&P Catholic Values Developed ex-US ETF worth $847K as of Q1 2026.
  • Royal Bank of Canada bought 395 Global X S&P Catholic Values Developed ex-US ETF shares in Q1 2026, an estimated $15.1K.
  • Global X S&P Catholic Values Developed ex-US ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #3756 holding.
  • Royal Bank of Canada first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2022 and has held it in 17 quarters since.
  • 37 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.