Cerity Partners OCIO’s iShares US Medical Devices ETF IHI Stock Holding History

Cerity Partners OCIO’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,257	Closed	-$644K	–	428
2021 Q3	$644K	Sell	10,257 -15,933	-61%	-$1.02M	0.02%	276
2021 Q2	$1.58M	Buy	26,190 +15,714	+150%	+$909K	0.05%	146
2021 Q1	$577K	Buy	+10,476	New	+$581K	0.02%	269

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Cerity Partners OCIO's IHI Position: Q4 2021 in Review

Cerity Partners OCIO sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 10,257 shares — an estimated $644K sold.

Cerity Partners OCIO first reported a position in IHI in Q1 2021 and held it in 3 quarters. The position peaked at $1.58M in Q2 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Cerity Partners OCIO reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Cerity Partners OCIO sold 10,257 iShares US Medical Devices ETF shares in Q4 2021, an estimated $644K.
Cerity Partners OCIO first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 3 quarters.
Cerity Partners OCIO's iShares US Medical Devices ETF position peaked at $1.58M in Q2 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Cerity Partners OCIO's 13F filing for Q4 2021, filed 28 Jan 2022.