Cerity Partners’s Sequoia Global Value ETF SFGV Stock Holding History

Cerity Partners’s Portfolio SFGV Stock Details SFGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.15M	Buy	187,339 +17,804	+11%	+$597K	0.01%	915
2025 Q4	$5.36M	Buy	+169,535	New	+$5.32M	0.01%	891

Other funds holding SFGV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFG

Forum Finance Group Geneva $184M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cerity Partners's SFGV Position: Q1 2026 in Review

Cerity Partners increased its Sequoia Global Value ETF (SFGV) stake by 11% in Q1 2026, buying an estimated $597K and bringing the position to 187,339 shares worth $6.15M. The position accounts for 0.01% of the portfolio, ranked #915.

Cerity Partners first reported a position in SFGV in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold SFGV as of Q1 2026.

Cerity Partners held 187,339 shares of Sequoia Global Value ETF worth $6.15M as of Q1 2026.
Cerity Partners bought 17,804 Sequoia Global Value ETF shares in Q1 2026, an estimated $597K.
Sequoia Global Value ETF made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #915 holding.
Cerity Partners first reported a position in Sequoia Global Value ETF in Q4 2025 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.