Cerity Partners
SFGV

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
Q2 		$6.57M Hold
187,339
– – 0.01% 974
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
FFG
Forum Finance Group Geneva $278M AUM
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's SFGV Position: Q2 2026 in Review

Cerity Partners held its Sequoia Global Value ETF (SFGV) position steady in Q2 2026 at 187,339 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #974.

Cerity Partners first reported a position in SFGV in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold SFGV as of Q2 2026.

  • Cerity Partners held 187,339 shares of Sequoia Global Value ETF worth $6.57M as of Q2 2026.
  • Cerity Partners left its Sequoia Global Value ETF share count unchanged in Q2 2026.
  • Sequoia Global Value ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #974 holding.
  • Cerity Partners first reported a position in Sequoia Global Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q2 2026.

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