Mercer Global Advisors
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Mercer Global Advisors’s BNY Mellon US Mid Cap Core Equity ETF BKMC Stock Holding History

Mercer Global Advisors’s Portfolio BKMC Stock Details BKMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,136
Closed -$218K – 2012
2023
Q3 		$218K Buy
+8,136
New +$228K ﹤0.01% 1723

Other funds holding BKMC

RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors's BKMC Position: Q4 2023 in Review

Mercer Global Advisors sold out of BNY Mellon US Mid Cap Core Equity ETF (BKMC) in Q4 2023, closing a stake of 8,136 shares — an estimated $218K sold.

Mercer Global Advisors first reported a position in BKMC in Q3 2023 and held it in 1 quarter. The position peaked at $218K in Q3 2023. 23 funds tracked by Wall St. Rank hold BKMC as of Q4 2023.

  • Mercer Global Advisors reported no remaining BNY Mellon US Mid Cap Core Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 8,136 BNY Mellon US Mid Cap Core Equity ETF shares in Q4 2023, an estimated $218K.
  • Mercer Global Advisors first reported a position in BNY Mellon US Mid Cap Core Equity ETF in Q3 2023 and held it in 1 quarter.
  • Mercer Global Advisors's BNY Mellon US Mid Cap Core Equity ETF position peaked at $218K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held BNY Mellon US Mid Cap Core Equity ETF as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.