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

UMB Bank’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	$232K	Sell	6,296 -1	-0%	-$38	﹤0.01%	649
2025 Q4	$233K	Hold	6,297	–	–	﹤0.01%	645
2025 Q3	$227K	Hold	6,297	–	–	﹤0.01%	583
2025 Q2	$216K	Hold	6,297	–	–	﹤0.01%	579
2025 Q1	$211K	Buy	6,297 +1,572	+33%	+$49.8K	﹤0.01%	566
2024 Q4	$142K	Hold	4,725	–	–	﹤0.01%	626
2024 Q3	$155K	Hold	4,725	–	–	﹤0.01%	623
2024 Q2	$144K	Buy	+4,725	New	+$147K	﹤0.01%	617

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 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 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

UMB Bank's CEFA Position: Q1 2026 in Review

UMB Bank reduced its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 0.02% in Q1 2026, selling an estimated $38 and leaving 6,296 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

UMB Bank first reported a position in CEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $233K in Q4 2025. 37 funds tracked by Wall St. Rank hold CEFA as of Q1 2026.

UMB Bank held 6,296 shares of Global X S&P Catholic Values Developed ex-US ETF worth $232K as of Q1 2026.
UMB Bank sold 1 Global X S&P Catholic Values Developed ex-US ETF share in Q1 2026, an estimated $38.
Global X S&P Catholic Values Developed ex-US ETF made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #649 holding.
UMB Bank first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q2 2024 and has held it in 8 quarters since.
UMB Bank's Global X S&P Catholic Values Developed ex-US ETF position peaked at $233K 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 UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.