Cerity Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Cerity Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.69M	Hold	17,400	–	–	﹤0.01%	1575
2025 Q4	$295K	Buy	+17,400	New	+$1.65M	﹤0.01%	2421
2025 Q2	–	Sell	-1,414,297	Closed	-$115M	–	2668
2025 Q1	$115M	Buy	+1,414,297	New	+$114M	0.23%	90
2024 Q3	–	Sell	-1,391,296	Closed	-$108M	–	2561
2024 Q2	$108M	Buy	+1,391,296	New	+$110M	0.28%	71

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Cerity Partners's EFA Position: Q1 2026 in Review

Cerity Partners increased its iShares MSCI EAFE ETF (EFA) stake by 4.3% in Q1 2026, buying an estimated $7M and bringing the position to 1,682,792 shares worth $163M. The position accounts for 0.23% of the portfolio, ranked #86.

Cerity Partners first reported a position in EFA in Q1 2017 and has held it in 34 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Cerity Partners held 1,682,792 shares of iShares MSCI EAFE ETF worth $163M as of Q1 2026.
Cerity Partners bought 69,946 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $7M.
iShares MSCI EAFE ETF made up 0.23% of Cerity Partners's portfolio in Q1 2026, its #86 holding.
Cerity Partners first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 34 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.