Cerity Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Cerity Partners’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	19,750 -2,130	-10%	-$143K	﹤0.01%	1812
2026 Q1	$1.35M	Sell	21,880 -3,332	-13%	-$209K	﹤0.01%	1693
2025 Q4	$1.5M	Sell	25,212 -8,450	-25%	-$513K	﹤0.01%	1499
2025 Q3	$2.07M	Buy	33,662 +335	+1%	+$20.5K	﹤0.01%	1281
2025 Q2	$2.04M	Sell	33,327 -1,110	-3%	-$67.3K	﹤0.01%	1208
2025 Q1	$2.12M	Sell	34,437 -11,791	-26%	-$721K	﹤0.01%	1103
2024 Q4	$2.79M	Sell	46,228 -54,182	-54%	-$3.46M	0.01%	961
2024 Q3	$6.62M	Sell	100,410 -26,897	-21%	-$1.68M	0.01%	610
2024 Q2	$7.29M	Sell	127,307 -15,756	-11%	-$874K	0.02%	512
2024 Q1	$8.25M	Sell	143,063 -12,973	-8%	-$740K	0.02%	510
2023 Q4	$9.16M	Buy	156,036 +136,978	+719%	+$7.24M	0.03%	389
2023 Q3	$967K	Sell	19,058 -159,662	-89%	-$8.73M	﹤0.01%	766
2023 Q2	$9.93M	Sell	178,720 -16,472	-8%	-$896K	0.04%	349
2023 Q1	$10.8M	Sell	195,192 -6,342	-3%	-$361K	0.03%	341
2022 Q4	$11.1M	Buy	201,534 +28,965	+17%	+$1.58M	0.07%	245
2022 Q3	$9.26M	Sell	172,569 -4,022	-2%	-$250K	0.11%	164
2022 Q2	$10.7M	Buy	176,591 +19,088	+12%	+$1.25M	0.12%	155
2022 Q1	$11.2M	Sell	157,503 -2,757	-2%	-$190K	0.17%	114
2021 Q4	$12.2M	Buy	160,260 +8,026	+5%	+$567K	0.19%	104
2021 Q3	$9.96M	Buy	152,234 +3,375	+2%	+$231K	0.22%	99
2021 Q2	$9.73M	Sell	148,859 -3,970	-3%	-$249K	0.21%	96
2021 Q1	$8.84M	Sell	152,829 -4,457	-3%	-$246K	0.21%	100
2020 Q4	$8.47M	Buy	157,286 +3,060	+2%	+$162K	0.27%	83
2020 Q3	$7.87M	Sell	154,226 -77,148	-33%	-$3.99M	0.32%	65
2020 Q2	$11.7M	Sell	231,374 -116,742	-34%	-$5.75M	0.64%	25
2020 Q1	$15.9M	Sell	348,116 -7,222	-2%	-$404K	1%	15
2019 Q4	$20.8M	Buy	+355,338	New	+$20.9M	1.06%	11

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's ICF Position: Q2 2026 in Review

Cerity Partners reduced its iShares Select U.S. REIT ETF (ICF) stake by 9.7% in Q2 2026, selling an estimated $143K and leaving 19,750 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Cerity Partners first reported a position in ICF in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.8M in Q4 2019. 370 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Cerity Partners held 19,750 shares of iShares Select U.S. REIT ETF worth $1.34M as of Q2 2026.
Cerity Partners sold 2,130 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $143K.
iShares Select U.S. REIT ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1812 holding.
Cerity Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and has held it in 27 quarters since.
Cerity Partners's iShares Select U.S. REIT ETF position peaked at $20.8M in Q4 2019.
370 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

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