Mercer Global Advisors’s Capital Group Core Balanced ETF CGBL Stock Holding History

Mercer Global Advisors’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.96K	Buy	+157	New	+$5.8K	﹤0.01%	5298

Other funds holding CGBL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in Capital Group Core Balanced ETF (CGBL) in Q2 2026: 157 shares worth $5.96K. The stake represents ﹤0.01% of the portfolio and ranks #5298 among its holdings.

308 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Mercer Global Advisors held 157 shares of Capital Group Core Balanced ETF worth $5.96K as of Q2 2026.
Capital Group Core Balanced ETF was a new Mercer Global Advisors position in Q2 2026.
Capital Group Core Balanced ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5298 holding.
308 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

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