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

True Link Financial 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
Q2 		– Sell
-3,961
Closed -$146K – 143
2026
Q1 		$146K Buy
+3,961
New +$152K 0.01% 117

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
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
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

True Link Financial Advisors's CEFA Position: Q2 2026 in Review

True Link Financial Advisors sold out of Global X S&P Catholic Values Developed ex-US ETF (CEFA) in Q2 2026, closing a stake of 3,961 shares — an estimated $146K sold.

True Link Financial Advisors first reported a position in CEFA in Q1 2026 and held it in 1 quarter. The position peaked at $146K in Q1 2026. 38 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • True Link Financial Advisors reported no remaining Global X S&P Catholic Values Developed ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 3,961 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $146K.
  • True Link Financial Advisors first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Global X S&P Catholic Values Developed ex-US ETF position peaked at $146K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.