Cerity Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Cerity Partners’s Portfolio IXJ Stock Details IXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$782K	Hold	7,954	–	–	﹤0.01%	2150
2026 Q1	$744K	Buy	7,954 +3,284	+70%	+$322K	﹤0.01%	2039
2025 Q4	$455K	Hold	4,670	–	–	﹤0.01%	2174
2025 Q3	$414K	Sell	4,670 -416	-8%	-$36K	﹤0.01%	2094
2025 Q2	$438K	Buy	5,086 +172	+4%	+$14.8K	﹤0.01%	1938
2025 Q1	$448K	Buy	4,914 +78	+2%	+$7.08K	﹤0.01%	1825
2024 Q4	$416K	Buy	+4,836	New	+$447K	﹤0.01%	1870
2024 Q1	–	Sell	-8,633	Closed	-$749K	–	2320
2023 Q4	$749K	Buy	8,633 +6,038	+233%	+$500K	﹤0.01%	1101
2023 Q3	$214K	Sell	2,595 -12,210	-82%	-$1.04M	﹤0.01%	1267
2023 Q2	$1.26M	Sell	14,805 -495	-3%	-$42.2K	﹤0.01%	852
2023 Q1	$1.28M	Sell	15,300 -2,947	-16%	-$244K	﹤0.01%	884
2022 Q4	$1.55M	Buy	+18,247	New	+$1.5M	0.01%	581

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

Cerity Partners's IXJ Position: Q2 2026 in Review

Cerity Partners held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 7,954 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Cerity Partners first reported a position in IXJ in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2022. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

Cerity Partners held 7,954 shares of iShares Global Healthcare ETF worth $782K as of Q2 2026.
Cerity Partners left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
iShares Global Healthcare ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2150 holding.
Cerity Partners first reported a position in iShares Global Healthcare ETF in Q4 2022 and has held it in 12 quarters since.
Cerity Partners's iShares Global Healthcare ETF position peaked at $1.55M in Q4 2022.
301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

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