EverSource Wealth Advisors’s Mercer International MERC Stock Holding History

EverSource Wealth Advisors’s Portfolio MERC Stock Details MERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-168	Closed	-$484	–	4369
2025 Q3	$484	Sell	168 -275	-62%	-$907	﹤0.01%	3963
2025 Q2	$1.55K	Buy	443 +206	+87%	+$853	﹤0.01%	3585
2025 Q1	$1.46K	Buy	237 +52	+28%	+$349	﹤0.01%	3078
2024 Q4	$1.2K	Buy	185 +17	+10%	+$111	﹤0.01%	2898
2024 Q3	$1.14K	Sell	168 -207	-55%	-$1.43K	﹤0.01%	2697
2024 Q2	$2.86K	Buy	375 +207	+123%	+$2K	﹤0.01%	2428
2024 Q1	$1.7K	Hold	168	–	–	﹤0.01%	2434
2023 Q4	$1.59K	Hold	168	–	–	﹤0.01%	2247
2023 Q3	$1.44K	Hold	168	–	–	﹤0.01%	2101
2023 Q2	$1.36K	Hold	168	–	–	﹤0.01%	2128
2023 Q1	$1.64K	Sell	168 -116	-41%	-$1.31K	﹤0.01%	1996
2022 Q4	$3.31K	Sell	284 -326	-53%	-$4.34K	﹤0.01%	1745
2022 Q3	$8K	Hold	610	–	–	﹤0.01%	1202
2022 Q2	$8K	Hold	610	–	–	﹤0.01%	1114
2022 Q1	$8K	Hold	610	–	–	﹤0.01%	1080
2021 Q4	$8K	Buy	+610	New	+$6.76K	﹤0.01%	1055

Other funds holding MERC

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

SCM

Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EverSource Wealth Advisors's MERC Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Mercer International (MERC) in Q4 2025, closing a stake of 168 shares — an estimated $484 sold.

EverSource Wealth Advisors first reported a position in MERC in Q4 2021 and held it in 16 quarters. The position peaked at $8K in Q3 2022. 75 funds tracked by Wall St. Rank hold MERC as of Q4 2025.

EverSource Wealth Advisors reported no remaining Mercer International position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 168 Mercer International shares in Q4 2025, an estimated $484.
EverSource Wealth Advisors first reported a position in Mercer International in Q4 2021 and held it in 16 quarters.
EverSource Wealth Advisors's Mercer International position peaked at $8K in Q3 2022.
75 funds tracked by Wall St. Rank held Mercer International as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.