CEFA β€” GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF

Ownership history in Hirtle Callaghan & Co LLC  Β·  5 quarters on record

AI Ownership Summary

Hirtle Callaghan & Co LLC reported GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF (CEFA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows CEFA at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hirtle Callaghan & Co LLC's position in GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CEFA was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hirtle Callaghan & Co LLC held CEFA β€” position size vs. price
% of Fund (quarterly)    CEFA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 168,200 +37,500 +28.7% 0.21% $6.2M 2026-02-14 (Est.) $39.99
2025 Q3 REDUCED 130,700 -27,500 -17.4% 0.17% $4.7M 2025-11-13 $36.19
2025 Q2 ADDED 158,200 +19,200 +13.8% 0.21% $5.4M 2025-08-14 $34.86
2025 Q1 ADDED 139,000 +78,500 +129.8% 0.18% $4.7M 2025-05-12 $32.48
2024 Q4 INITIATED 60,500 β€” β€” 0.08% $1.8M 2025-02-11 $30.83

FAQ About Hirtle Callaghan & Co LLC and CEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hirtle Callaghan & Co LLC reported owning CEFA?

Hirtle Callaghan & Co LLC reported CEFA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CEFA position in Hirtle Callaghan & Co LLC's portfolio?

The largest reported portfolio weight for CEFA was 0.21% in 2025 Q4.

What is the latest reported CEFA position on this page?

The most recent filing on this page is 2025 Q4, when Hirtle Callaghan & Co LLC reported 168,200 shares, equal to 0.21% of portfolio, with an estimated market value of $6.2M.

What does the chart on this CEFA ownership page compare?

The chart compares Hirtle Callaghan & Co LLC's quarterly CEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Hirtle Callaghan & Co LLC Holdings