Mercer Global Advisors
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Mercer Global Advisors’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Mercer Global Advisors’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.7K Buy
+1,114
New +$36.8K ﹤0.01% 4477

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in iShares U.S. Large Cap Premium Income Active ETF (BALI) in Q2 2026: 1,114 shares worth $37.7K. The stake represents ﹤0.01% of the portfolio and ranks #4477 among its holdings.

170 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Mercer Global Advisors held 1,114 shares of iShares U.S. Large Cap Premium Income Active ETF worth $37.7K as of Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF was a new Mercer Global Advisors position in Q2 2026.
  • iShares U.S. Large Cap Premium Income Active ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4477 holding.
  • 170 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

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