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 Q2	$1.81M	Hold	17,400	–	–	﹤0.01%	1651
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 $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Cerity Partners's EFA Position: Q2 2026 in Review

Cerity Partners increased its iShares MSCI EAFE ETF (EFA) stake by 19% in Q2 2026, buying an estimated $33.5M and bringing the position to 2,008,850 shares worth $176M. The position accounts for 0.21% of the portfolio, ranked #100.

Cerity Partners first reported a position in EFA in Q1 2017 and has held it in 35 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Cerity Partners held 2,008,850 shares of iShares MSCI EAFE ETF worth $176M as of Q2 2026.
Cerity Partners bought 326,058 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $33.5M.
iShares MSCI EAFE ETF made up 0.21% of Cerity Partners's portfolio in Q2 2026, its #100 holding.
Cerity Partners first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 35 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.