Mercer Global Advisors
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Mercer Global Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Mercer Global Advisors’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Sell
19,828
-167
-0.8% -$14.5K ﹤0.01% 1414
2026
Q1 		$1.56M Buy
19,995
+2,247
+13% +$184K ﹤0.01% 1316
2025
Q4 		$1.46M Hold
17,748
– – ﹤0.01% 1271
2025
Q3 		$1.44M Buy
17,748
+5
+0% +$390 ﹤0.01% 1184
2025
Q2 		$1.34M Sell
17,743
-1,303
-7% -$90.6K ﹤0.01% 1071
2025
Q1 		$1.29M Buy
19,046
+1,310
+7% +$93K ﹤0.01% 1006
2024
Q4 		$1.26M Buy
17,736
+1,303
+8% +$93K ﹤0.01% 1004
2024
Q3 		$1.13M Buy
16,433
+421
+3% +$28K ﹤0.01% 974
2024
Q2 		$1.05M Sell
16,012
-3,053
-16% -$193K ﹤0.01% 950
2024
Q1 		$1.21M Hold
19,065
– – ﹤0.01% 885
2023
Q4 		$1.11M Sell
19,065
-138
-0.7% -$7.51K ﹤0.01% 935
2023
Q3 		$1M Sell
19,203
-1
-0% -$54 ﹤0.01% 938
2023
Q2 		$1.04M Hold
19,204
– – ﹤0.01% 936
2023
Q1 		$964K Buy
19,204
+1,510
+9% +$73.6K ﹤0.01% 929
2022
Q4 		$823K Buy
17,694
+656
+4% +$30.8K ﹤0.01% 996
2022
Q3 		$744K Sell
17,038
-2,819
-14% -$137K ﹤0.01% 977
2022
Q2 		$912K Hold
19,857
– – 0.01% 886
2022
Q1 		$1.11M Hold
19,857
– – 0.01% 856
2021
Q4 		$1.17M Buy
19,857
+981
+5% +$56.2K 0.01% 815
2021
Q3 		$1.02M Hold
18,876
– – 0.01% 850
2021
Q2 		$1.01M Hold
18,876
– – 0.01% 829
2021
Q1 		$935K Buy
+18,876
New +$900K 0.01% 814

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

Mercer Global Advisors reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.84% in Q2 2026, selling an estimated $14.5K and leaving 19,828 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Mercer Global Advisors first reported a position in CATH in Q1 2021 and has held it in 22 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Mercer Global Advisors held 19,828 shares of Global X S&P 500 Catholic Values ETF worth $1.75M as of Q2 2026.
  • Mercer Global Advisors sold 167 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $14.5K.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1414 holding.
  • Mercer Global Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2021 and has held it in 22 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

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