Mercer Global Advisors
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Mercer Global Advisors’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Mercer Global Advisors’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$584K Sell
67,752
-38,859
-36% -$363K ﹤0.01% 1879
2025
Q4 		$1.01M Buy
106,611
+2,094
+2% +$19.1K ﹤0.01% 1449
2025
Q3 		$952K Buy
104,517
+65,496
+168% +$585K ﹤0.01% 1410
2025
Q2 		$347K Sell
39,021
-11,772
-23% -$98.9K ﹤0.01% 1770
2025
Q1 		$437K Buy
50,793
+14,324
+39% +$125K ﹤0.01% 1545
2024
Q4 		$302K Buy
36,469
+13,079
+56% +$114K ﹤0.01% 1744
2024
Q3 		$203K Hold
23,390
– – ﹤0.01% 1804
2024
Q2 		$191K Hold
23,390
– – ﹤0.01% 1804
2024
Q1 		$193K Sell
23,390
-3,567
-13% -$28.4K ﹤0.01% 1794
2023
Q4 		$207K Sell
26,957
-3,388
-11% -$25.5K ﹤0.01% 1826
2023
Q3 		$231K Hold
30,345
– – ﹤0.01% 1691
2023
Q2 		$253K Hold
30,345
– – ﹤0.01% 1613
2023
Q1 		$261K Buy
30,345
+10,226
+51% +$91.2K ﹤0.01% 1588
2022
Q4 		$181K Buy
20,119
+468
+2% +$4.14K ﹤0.01% 1731
2022
Q3 		$159K Buy
19,651
+2,971
+18% +$27.4K ﹤0.01% 1666
2022
Q2 		$147K Sell
16,680
-1,713
-9% -$16K ﹤0.01% 1680
2022
Q1 		$182K Sell
18,393
-1,328
-7% -$13K ﹤0.01% 1744
2021
Q4 		$199K Buy
19,721
+1,559
+9% +$15.7K ﹤0.01% 1665
2021
Q3 		$178K Sell
18,162
-21,920
-55% -$221K ﹤0.01% 1636
2021
Q2 		$406K Sell
40,082
-109
-0.3% -$1.09K ﹤0.01% 1240
2021
Q1 		$380K Sell
40,191
-1,864
-4% -$16.5K ﹤0.01% 1207
2020
Q4 		$356K Sell
42,055
-1,349
-3% -$10.6K ﹤0.01% 1001
2020
Q3 		$317K Sell
43,404
-111
-0.3% -$827 ﹤0.01% 940
2020
Q2 		$319K Sell
43,515
-520
-1% -$3.71K 0.01% 830
2020
Q1 		$288K Sell
44,035
-302
-0.7% -$2.58K 0.01% 818
2019
Q4 		$440K Sell
44,337
-10,655
-19% -$100K 0.01% 774
2019
Q3 		$504K Buy
54,992
+12,609
+30% +$113K 0.01% 692
2019
Q2 		$376K Sell
42,383
-6,647
-14% -$57.4K 0.01% 788
2019
Q1 		$419K Buy
+49,030
New +$414K 0.02% 698

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors's BDJ Position: Q1 2026 in Review

Mercer Global Advisors reduced its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 36% in Q1 2026, selling an estimated $363K and leaving 67,752 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Mercer Global Advisors first reported a position in BDJ in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.01M in Q4 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q1 2026.

  • Mercer Global Advisors held 67,752 shares of BlackRock Enhanced Equity Dividend Trust worth $584K as of Q1 2026.
  • Mercer Global Advisors sold 38,859 BlackRock Enhanced Equity Dividend Trust shares in Q1 2026, an estimated $363K.
  • BlackRock Enhanced Equity Dividend Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1879 holding.
  • Mercer Global Advisors first reported a position in BlackRock Enhanced Equity Dividend Trust in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's BlackRock Enhanced Equity Dividend Trust position peaked at $1.01M in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.