Cerity Partners
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Cerity Partners’s iShares Europe ETF IEV Stock Holding History

Cerity Partners’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Buy
20,241
+6
+0% +$431 ﹤0.01% 1761
2026
Q1 		$1.37M Sell
20,235
-153
-0.8% -$10.8K ﹤0.01% 1679
2025
Q4 		$1.4M Buy
20,388
+2,713
+15% +$181K ﹤0.01% 1540
2025
Q3 		$1.16M Buy
17,675
+700
+4% +$44.7K ﹤0.01% 1530
2025
Q2 		$1.07M Sell
16,975
-545
-3% -$33.1K ﹤0.01% 1482
2025
Q1 		$1.02M Sell
17,520
-403
-2% -$22.9K ﹤0.01% 1419
2024
Q4 		$933K Buy
17,923
+12,397
+224% +$678K ﹤0.01% 1454
2024
Q3 		$322K Sell
5,526
-655
-11% -$36.9K ﹤0.01% 2008
2024
Q2 		$338K Buy
6,181
+36
+0.6% +$2.01K ﹤0.01% 1755
2024
Q1 		$342K Sell
6,145
-1,380
-18% -$73.6K ﹤0.01% 1794
2023
Q4 		$398K Buy
7,525
+1,715
+30% +$84.5K ﹤0.01% 1368
2023
Q3 		$277K Sell
5,810
-1,588
-21% -$79.2K ﹤0.01% 1176
2023
Q2 		$374K Sell
7,398
-806
-10% -$41K ﹤0.01% 1305
2023
Q1 		$410K Buy
+8,204
New +$401K ﹤0.01% 1397

Other funds holding IEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Cerity Partners's IEV Position: Q2 2026 in Review

Cerity Partners increased its iShares Europe ETF (IEV) stake by 0.03% in Q2 2026, buying an estimated $431 and bringing the position to 20,241 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Cerity Partners first reported a position in IEV in Q1 2023 and has held it in 14 quarters since. 271 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Cerity Partners held 20,241 shares of iShares Europe ETF worth $1.47M as of Q2 2026.
  • Cerity Partners bought 6 iShares Europe ETF shares in Q2 2026, an estimated $431.
  • iShares Europe ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1761 holding.
  • Cerity Partners first reported a position in iShares Europe ETF in Q1 2023 and has held it in 14 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

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