Mercer Global Advisors
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Mercer Global Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Mercer Global Advisors’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$934K Buy
9,572
+3,508
+58% +$335K ﹤0.01% 1791
2026
Q1 		$537K Sell
6,064
-1,284
-17% -$117K ﹤0.01% 1939
2025
Q4 		$658K Buy
7,348
+1,506
+26% +$134K ﹤0.01% 1690
2025
Q3 		$515K Sell
5,842
-625
-10% -$53.2K ﹤0.01% 1740
2025
Q2 		$539K Sell
6,467
-845
-12% -$66.1K ﹤0.01% 1534
2025
Q1 		$559K Sell
7,312
-1,578
-18% -$123K ﹤0.01% 1409
2024
Q4 		$681K Sell
8,890
-130
-1% -$10.2K ﹤0.01% 1280
2024
Q3 		$708K Sell
9,020
-3,268
-27% -$248K ﹤0.01% 1165
2024
Q2 		$919K Sell
12,288
-958
-7% -$70K ﹤0.01% 1000
2024
Q1 		$973K Sell
13,246
-1,099
-8% -$77.6K ﹤0.01% 980
2023
Q4 		$990K Sell
14,345
-1,446
-9% -$94.2K ﹤0.01% 982
2023
Q3 		$1M Sell
15,791
-277
-2% -$18.2K ﹤0.01% 939
2023
Q2 		$1.07M Buy
16,068
+7,050
+78% +$454K ﹤0.01% 929
2023
Q1 		$573K Sell
9,018
-11,589
-56% -$724K ﹤0.01% 1136
2022
Q4 		$1.23M Sell
20,607
-2,246
-10% -$133K 0.01% 832
2022
Q3 		$1.27M Sell
22,853
-3,037
-12% -$185K 0.01% 757
2022
Q2 		$1.55M Sell
25,890
-15,600
-38% -$993K 0.01% 679
2022
Q1 		$2.86M Buy
41,490
+14,853
+56% +$1.03M 0.02% 539
2021
Q4 		$1.94M Sell
26,637
-985
-4% -$71K 0.01% 636
2021
Q3 		$1.93M Buy
27,622
+3,197
+13% +$228K 0.01% 629
2021
Q2 		$1.73M Buy
24,425
+2,018
+9% +$140K 0.01% 629
2021
Q1 		$1.5M Buy
+22,407
New +$1.48M 0.01% 635

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mercer Global Advisors's AOA Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 58% in Q2 2026, buying an estimated $335K and bringing the position to 9,572 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Mercer Global Advisors first reported a position in AOA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.86M in Q1 2022. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Mercer Global Advisors held 9,572 shares of iShares Core 80/20 Aggressive Allocation ETF worth $934K as of Q2 2026.
  • Mercer Global Advisors bought 3,508 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $335K.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1791 holding.
  • Mercer Global Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.86M in Q1 2022.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.