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Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES TR

Cerity Partners LLC holds 390,584 shares of CMF (ISHARES TR), worth $22.5M as of 2026-Q2. The position was increased (+18.0% shares). CMF represents 0.0% of Cerity Partners LLC's portfolio.

Current Value

$22.5M

Current Shares

390,584

Total Value Change

+$14.9M

Total Shares Change

+259,455

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
390,584
+18.0%
$22.5M0.0%$57.35
33
2026-Q1
Increased
331,070
+31.8%
$18.8M0.0%$56.16
36
2025-Q4
Increased
251,278
+7.5%
$14.4M0.0%$56.48
30
2025-Q3
Increased
233,864
+3.1%
$13.3M0.0%$55.52
29
2025-Q2
Decreased
226,840
-4.0%
$12.6M0.0%$53.84
0
2025-Q1
Increased
236,180
+5.6%
$13.3M0.0%$53.95
30
2024-Q4
Increased
223,748
+70.6%
$12.8M0.0%$54.65
42
2024-Q3
Increased
131,129
+1.1%
$7.6M0.0%$54.92
28

Other major holders of CMF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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