Cerity Partners’s iShares US Energy ETF IYE Stock Holding History

Cerity Partners’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$919K	Buy	16,241 +806	+5%	+$48.9K	﹤0.01%	2051
2026 Q1	$1,000K	Buy	15,435 +5,559	+56%	+$315K	﹤0.01%	1866
2025 Q4	$469K	Buy	9,876 +5,552	+128%	+$263K	﹤0.01%	2149
2025 Q3	$205K	Buy	+4,324	New	+$201K	﹤0.01%	2490
2025 Q2	–	Sell	-5,860	Closed	-$289K	–	2709
2025 Q1	$289K	Sell	5,860 -5,338	-48%	-$254K	﹤0.01%	2037
2024 Q4	$510K	Buy	11,198 +276	+3%	+$13.2K	﹤0.01%	1750
2024 Q3	$506K	Sell	10,922 -1,088	-9%	-$51.3K	﹤0.01%	1770
2024 Q2	$576K	Buy	12,010 +7	+0.1%	+$342	﹤0.01%	1479
2024 Q1	$593K	Sell	12,003 -2,095	-15%	-$94.2K	﹤0.01%	1524
2023 Q4	$623K	Buy	+14,098	New	+$633K	﹤0.01%	1183
2023 Q3	–	Sell	-6,164	Closed	-$264K	–	1554
2023 Q2	$264K	Buy	6,164 +1,148	+23%	+$49.2K	﹤0.01%	1436
2023 Q1	$219K	Buy	+5,016	New	+$227K	﹤0.01%	1671
2022 Q2	–	Sell	-5,941	Closed	-$243K	–	1215
2022 Q1	$243K	Buy	+5,941	New	+$219K	﹤0.01%	801

Other funds holding IYE

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Cerity Partners's IYE Position: Q2 2026 in Review

Cerity Partners increased its iShares US Energy ETF (IYE) stake by 5.2% in Q2 2026, buying an estimated $48.9K and bringing the position to 16,241 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Cerity Partners first reported a position in IYE in Q1 2022 and has held it in 13 quarters since. The position peaked at $1,000K in Q1 2026. 311 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Cerity Partners held 16,241 shares of iShares US Energy ETF worth $919K as of Q2 2026.
Cerity Partners bought 806 iShares US Energy ETF shares in Q2 2026, an estimated $48.9K.
iShares US Energy ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2051 holding.
Cerity Partners first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 13 quarters since.
Cerity Partners's iShares US Energy ETF position peaked at $1,000K in Q1 2026.
311 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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