Cerity Partners’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Cerity Partners’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.57M	Buy	40,043 +1,638	+4%	+$107K	﹤0.01%	1453
2026 Q1	$2.46M	Buy	38,405 +1,583	+4%	+$100K	﹤0.01%	1370
2025 Q4	$2.23M	Buy	36,822 +3,300	+10%	+$206K	﹤0.01%	1326
2025 Q3	$2.11M	Buy	33,522 +1	+0%	+$62	﹤0.01%	1272
2025 Q2	$2.07M	Buy	33,521 +1	+0%	+$60	﹤0.01%	1202
2025 Q1	$1.93M	Sell	33,520 -588	-2%	-$33K	﹤0.01%	1144
2024 Q4	$1.85M	Sell	34,108 -4,900	-13%	-$282K	﹤0.01%	1139
2024 Q3	$2.32M	Buy	39,008 +1	+0%	+$57	0.01%	1032
2024 Q2	$2.07M	Buy	39,007 +924	+2%	+$49.4K	0.01%	901
2024 Q1	$2.08M	Buy	38,083 +590	+2%	+$31.6K	0.01%	952
2023 Q4	$2.01M	Sell	37,493 -1,623	-4%	-$81.3K	0.01%	773
2023 Q3	$1.89M	Buy	+39,116	New	+$2M	0.01%	598

Other funds holding NFRA

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

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

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

Cerity Partners's NFRA Position: Q2 2026 in Review

Cerity Partners increased its FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) stake by 4.3% in Q2 2026, buying an estimated $107K and bringing the position to 40,043 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Cerity Partners first reported a position in NFRA in Q3 2023 and has held it in 12 quarters since. 139 funds tracked by Wall St. Rank hold NFRA as of Q2 2026.

Cerity Partners held 40,043 shares of FlexShares STOXX Global Broad Infrastructure Index Fund worth $2.57M as of Q2 2026.
Cerity Partners bought 1,638 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q2 2026, an estimated $107K.
FlexShares STOXX Global Broad Infrastructure Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1453 holding.
Cerity Partners first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q3 2023 and has held it in 12 quarters since.
139 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q2 2026.

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