Cerity Partners
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Cerity Partners’s iShares Global 100 ETF IOO Stock Holding History

Cerity Partners’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16M Sell
15,780
-556
-3% -$75.6K ﹤0.01% 1551
2026
Q1 		$1.98M Sell
16,336
-1,034
-6% -$130K ﹤0.01% 1503
2025
Q4 		$2.2M Hold
17,370
– – ﹤0.01% 1335
2025
Q3 		$2.08M Sell
17,370
-28
-0.2% -$3.19K ﹤0.01% 1279
2025
Q2 		$1.88M Sell
17,398
-399
-2% -$39.6K ﹤0.01% 1246
2025
Q1 		$1.71M Buy
17,797
+250
+1% +$25.3K ﹤0.01% 1189
2024
Q4 		$1.77M Buy
17,547
+978
+6% +$98.2K ﹤0.01% 1160
2024
Q3 		$1.64M Buy
16,569
+11,090
+202% +$1.07M ﹤0.01% 1180
2024
Q2 		$529K Sell
5,479
-134
-2% -$12.3K ﹤0.01% 1522
2024
Q1 		$494K Sell
5,613
-2,591
-32% -$220K ﹤0.01% 1604
2023
Q4 		$661K Buy
8,204
+4,864
+146% +$372K ﹤0.01% 1152
2023
Q3 		$245K Sell
3,340
-3,333
-50% -$253K ﹤0.01% 1214
2023
Q2 		$508K Buy
6,673
+2,027
+44% +$148K ﹤0.01% 1172
2023
Q1 		$325K Buy
+4,646
New +$312K ﹤0.01% 1496

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners's IOO Position: Q2 2026 in Review

Cerity Partners reduced its iShares Global 100 ETF (IOO) stake by 3.4% in Q2 2026, selling an estimated $75.6K and leaving 15,780 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Cerity Partners first reported a position in IOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2025. 362 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Cerity Partners held 15,780 shares of iShares Global 100 ETF worth $2.16M as of Q2 2026.
  • Cerity Partners sold 556 iShares Global 100 ETF shares in Q2 2026, an estimated $75.6K.
  • iShares Global 100 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1551 holding.
  • Cerity Partners first reported a position in iShares Global 100 ETF in Q1 2023 and has held it in 14 quarters since.
  • Cerity Partners's iShares Global 100 ETF position peaked at $2.2M in Q4 2025.
  • 362 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

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