IWN
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Independent Wealth Network’s CME Group CME Stock Holding History

Independent Wealth Network’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$834K Sell
3,182
-203
-6% -$53.5K 0.21% 129
2026
Q2 		$747K Sell
3,385
-6
-0.2% -$1.66K 0.19% 136
2026
Q1 		$1M Buy
3,391
+4
+0.1% +$1.19K 0.3% 95
2025
Q4 		$925K Buy
3,387
+701
+26% +$190K 0.28% 90
2025
Q3 		$726K Buy
2,686
+6
+0.2% +$1.63K 0.23% 108
2025
Q2 		$739K Sell
2,680
-7
-0.3% -$1.9K 0.27% 89
2025
Q1 		$713K Buy
2,687
+4
+0.1% +$987 0.28% 84
2024
Q4 		$623K Buy
2,683
+54
+2% +$12.4K 0.25% 92
2024
Q3 		$580K Buy
2,629
+3
+0.1% +$621 0.26% 107
2024
Q2 		$516K Buy
2,626
+11
+0.4% +$2.27K 0.24% 109
2024
Q1 		$563K Buy
2,615
+46
+2% +$9.7K 0.26% 101
2023
Q4 		$541K Buy
2,569
+628
+32% +$134K 0.28% 94
2023
Q3 		$389K Buy
1,941
+75
+4% +$14.9K 0.24% 109
2023
Q2 		$346K Sell
1,866
-43
-2% -$7.95K 0.21% 126
2023
Q1 		$366K Sell
1,909
-17
-0.9% -$3.07K 0.23% 107
2022
Q4 		$324K Buy
1,926
+10
+0.5% +$1.74K 0.22% 116
2022
Q3 		$339K Sell
1,916
-72
-4% -$14.2K 0.26% 104
2022
Q2 		$407K Sell
1,988
-20
-1% -$4.24K 0.29% 92
2022
Q1 		$478K Hold
2,008
– – 0.3% 91
2021
Q4 		$459K Buy
2,008
+6
+0.3% +$1.32K 0.28% 98
2021
Q3 		$441K Buy
+2,002
New +$406K 0.29% 103

Other funds holding CME

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Independent Wealth Network's CME Position: Q3 2026 in Review

Independent Wealth Network reduced its CME Group (CME) stake by 6% in Q3 2026, selling an estimated $53.5K and leaving 3,182 shares worth $834K. The position accounts for 0.21% of the portfolio, ranked #129.

Independent Wealth Network first reported a position in CME in Q3 2021 and has held it in 21 quarters since. The position peaked at $1M in Q1 2026. 827 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Independent Wealth Network held 3,182 shares of CME Group worth $834K as of Q3 2026.
  • Independent Wealth Network sold 203 CME Group shares in Q3 2026, an estimated $53.5K.
  • CME Group made up 0.21% of Independent Wealth Network's portfolio in Q3 2026, its #129 holding.
  • Independent Wealth Network first reported a position in CME Group in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's CME Group position peaked at $1M in Q1 2026.
  • 827 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.