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Signet Private Wealth’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Signet Private Wealth’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 		$1.29M Buy
32,411
+1,953
+6% +$76.8K 1.03% 23
2026
Q1 		$1.12M Buy
30,458
+15,285
+101% +$586K 1.07% 19
2025
Q4 		$560K Buy
+15,173
New +$558K 0.54% 48

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
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
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 $672B AUM 33.48% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return

Signet Private Wealth's CEFA Position: Q2 2026 in Review

Signet Private Wealth increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 6.4% in Q2 2026, buying an estimated $76.8K and bringing the position to 32,411 shares worth $1.29M. The position accounts for 1.03% of the portfolio, ranked #23.

Signet Private Wealth first reported a position in CEFA in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • Signet Private Wealth held 32,411 shares of Global X S&P Catholic Values Developed ex-US ETF worth $1.29M as of Q2 2026.
  • Signet Private Wealth bought 1,953 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $76.8K.
  • Global X S&P Catholic Values Developed ex-US ETF made up 1.03% of Signet Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Signet Private Wealth first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q4 2025 and has held it in 3 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 Signet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.