Mercer Global Advisors
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Mercer Global Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Mercer Global Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$733K Buy
10,553
+2,213
+27% +$151K ﹤0.01% 1987
2026
Q1 		$537K Buy
8,340
+586
+8% +$38.6K ﹤0.01% 1938
2025
Q4 		$504K Sell
7,754
-47,649
-86% -$3.09M ﹤0.01% 1856
2025
Q3 		$3.57M Buy
55,403
+45,424
+455% +$2.84M 0.01% 789
2025
Q2 		$614K Sell
9,979
-1,031
-9% -$60.2K ﹤0.01% 1454
2025
Q1 		$634K Sell
11,010
-4,637
-30% -$270K ﹤0.01% 1343
2024
Q4 		$897K Buy
15,647
+1,947
+14% +$114K ﹤0.01% 1161
2024
Q3 		$810K Sell
13,700
-361
-3% -$20.7K ﹤0.01% 1095
2024
Q2 		$792K Sell
14,061
-539
-4% -$29.8K ﹤0.01% 1080
2024
Q1 		$813K Sell
14,600
-2,706
-16% -$146K ﹤0.01% 1052
2023
Q4 		$921K Sell
17,306
-38
-0.2% -$1.92K ﹤0.01% 1010
2023
Q3 		$857K Buy
17,344
+97
+0.6% +$4.94K ﹤0.01% 1000
2023
Q2 		$887K Sell
17,247
-1,392
-7% -$70K ﹤0.01% 986
2023
Q1 		$933K Sell
18,639
-3,566
-16% -$175K ﹤0.01% 938
2022
Q4 		$1.05M Sell
22,205
-34,166
-61% -$1.61M 0.01% 897
2022
Q3 		$2.52M Buy
56,371
+11,794
+26% +$571K 0.02% 573
2022
Q2 		$2.14M Sell
44,577
-13,733
-24% -$691K 0.01% 596
2022
Q1 		$3.15M Buy
58,310
+9,878
+20% +$538K 0.02% 514
2021
Q4 		$2.76M Sell
48,432
-479
-1% -$27.2K 0.02% 524
2021
Q3 		$2.71M Buy
48,911
+2,612
+6% +$147K 0.02% 504
2021
Q2 		$2.59M Buy
46,299
+35,099
+313% +$1.94M 0.02% 495
2021
Q1 		$600K Buy
+11,200
New +$596K 0.01% 1000
2020
Q1 		– Sell
-7,724
Closed -$370K – 1105
2019
Q4 		$370K Buy
+7,724
New +$362K 0.01% 837

Other funds holding AOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $337M AUM 37.76% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 27% in Q2 2026, buying an estimated $151K and bringing the position to 10,553 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Mercer Global Advisors first reported a position in AOR in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.57M in Q3 2025. 452 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

  • Mercer Global Advisors held 10,553 shares of iShares Core 60/40 Balanced Allocation ETF worth $733K as of Q2 2026.
  • Mercer Global Advisors bought 2,213 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $151K.
  • iShares Core 60/40 Balanced Allocation ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1987 holding.
  • Mercer Global Advisors first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2019 and has held it in 23 quarters since.
  • Mercer Global Advisors's iShares Core 60/40 Balanced Allocation ETF position peaked at $3.57M in Q3 2025.
  • 452 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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