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ícone de CEFA

Global X S&P Catholic Values Developed ex-US ETF
CEFA

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Choate Investment Advisors
1
Choate Investment Advisors
Massachusetts
US$ 10,9 mi +US$ 2,85 mi +72.492 +36%
Hirtle Callaghan & Co
2
Hirtle Callaghan & Co
Pennsylvania
US$ 5,93 mi – – –
Brown Brothers Harriman & Co
3
Brown Brothers Harriman & Co
New York
US$ 2,67 mi +US$ 493 mil +12.547 +23%
Leith Wheeler Investment Counsel
4
Leith Wheeler Investment Counsel
British Columbia, Canada
US$ 2,3 mi -US$ 11 mil -279 -0,5%
Curi RMB Capital
5
Curi RMB Capital
Illinois
US$ 1,93 mi – – –
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
US$ 1,79 mi -US$ 62,3 mil -1.586 -3%
SPW
7
Signet Private Wealth
Illinois
US$ 1,29 mi +US$ 76,8 mil +1.953 +6%
PWMG
8
Pioneer Wealth Management Group
Texas
US$ 925 mil +US$ 10,6 mil +270 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
US$ 912 mil – – –
HBK Sorce Advisory
10
HBK Sorce Advisory
Pennsylvania
US$ 902 mil +US$ 29,7 mil +756 +4%
HCA
11
Harpswell Capital Advisors
Maine
US$ 794 mil – – –
DI
12
DAGCO Inc
Ohio
US$ 790 mil – – –
Sound View Wealth Advisors Group
13
Sound View Wealth Advisors Group
Georgia
US$ 789 mil +US$ 519 mil +13.211 +198%
Hanson & Doremus Investment Management
14
Hanson & Doremus Investment Management
Vermont
US$ 692 mil +US$ 358 mil +9.119 +110%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
US$ 573 mil +US$ 61,4 mil +1.561 +12%
CC
16
Courier Capital
New York
US$ 571 mil -US$ 23,6 mil -601 -4%
LPL Financial
17
LPL Financial
California
US$ 543 mil +US$ 200 mil +5.094 +59%
Alesco Advisors
18
Alesco Advisors
New York
US$ 470 mil – – –
Argent Trust Co
19
Argent Trust Co
Tennessee
US$ 397 mil – – –
RFG Advisory
20
RFG Advisory
Alabama
US$ 363 mil – – –
EverSource Wealth Advisors
21
EverSource Wealth Advisors
Alabama
US$ 326 mil -US$ 4,91 mil -125 -1%
MCF Advisors
22
MCF Advisors
Kentucky
US$ 314 mil +US$ 267 mil +6.788 +633%
Goldman Sachs
23
Goldman Sachs
New York
US$ 278 mil – – –
Integrated Wealth Concepts
24
Integrated Wealth Concepts
Massachusetts
US$ 275 mil – – –
Gradient Investments
25
Gradient Investments
Minnesota
US$ 272 mil – – –
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