Mercer Global Advisors
CMF icon

Mercer Global Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Mercer Global Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36M Sell
624,565
-32,606
-5% -$1.87M 0.04% 231
2026
Q1 		$37.4M Buy
657,171
+107,828
+20% +$6.22M 0.06% 211
2025
Q4 		$31.6M Buy
549,343
+52,070
+10% +$2.99M 0.05% 247
2025
Q3 		$28.4M Buy
497,273
+114,740
+30% +$6.42M 0.05% 234
2025
Q2 		$21.3M Buy
382,533
+73,371
+24% +$4.07M 0.04% 236
2025
Q1 		$17.4M Sell
309,162
-28,425
-8% -$1.62M 0.04% 251
2024
Q4 		$19.3M Buy
337,587
+50,841
+18% +$2.92M 0.05% 219
2024
Q3 		$16.7M Sell
286,746
-5,559
-2% -$320K 0.04% 234
2024
Q2 		$15.5M Sell
292,305
-106,486
-27% -$6.06M 0.04% 227
2024
Q1 		$22.9M Sell
398,791
-139,047
-26% -$8.02M 0.07% 177
2023
Q4 		$31.2M Buy
537,838
+434,352
+420% +$24.2M 0.09% 146
2023
Q3 		$5.67M Sell
103,486
-153,383
-60% -$8.63M 0.02% 397
2023
Q2 		$14.6M Buy
256,869
+4,976
+2% +$283K 0.06% 213
2023
Q1 		$14.5M Sell
251,893
-48,155
-16% -$2.74M 0.07% 210
2022
Q4 		$16.8M Buy
300,048
+8,384
+3% +$465K 0.08% 178
2022
Q3 		$15.8M Buy
291,664
+75,592
+35% +$4.28M 0.09% 168
2022
Q2 		$12.2M Buy
216,072
+44,954
+26% +$2.54M 0.07% 191
2022
Q1 		$9.96M Sell
171,118
-2,407
-1% -$145K 0.06% 230
2021
Q4 		$10.8M Buy
173,525
+1,319
+0.8% +$81.9K 0.07% 219
2021
Q3 		$10.7M Buy
172,206
+146,537
+571% +$9.18M 0.07% 216
2021
Q2 		$1.61M Sell
25,669
-2,087
-8% -$130K 0.01% 650
2021
Q1 		$1.72M Buy
27,756
+10,523
+61% +$658K 0.02% 576
2020
Q4 		$1.08M Buy
17,233
+798
+5% +$49.8K 0.01% 581
2020
Q3 		$1.02M Buy
16,435
+7,321
+80% +$458K 0.02% 543
2020
Q2 		$567K Sell
9,114
-2,306
-20% -$141K 0.01% 642
2020
Q1 		$691K Sell
11,420
-109
-0.9% -$6.67K 0.02% 575
2019
Q4 		$706K Buy
11,529
+2,657
+30% +$163K 0.01% 615
2019
Q3 		$543K Hold
8,872
– – 0.01% 661
2019
Q2 		$538K Hold
8,872
– – 0.01% 651
2019
Q1 		$529K Buy
+8,872
New +$521K 0.02% 608

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares California Muni Bond ETF (CMF) stake by 5% in Q2 2026, selling an estimated $1.87M and leaving 624,565 shares worth $36M. The position accounts for 0.04% of the portfolio, ranked #231.

Mercer Global Advisors first reported a position in CMF in Q1 2019 and has held it in 30 quarters since. The position peaked at $37.4M in Q1 2026. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Mercer Global Advisors held 624,565 shares of iShares California Muni Bond ETF worth $36M as of Q2 2026.
  • Mercer Global Advisors sold 32,606 iShares California Muni Bond ETF shares in Q2 2026, an estimated $1.87M.
  • iShares California Muni Bond ETF made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #231 holding.
  • Mercer Global Advisors first reported a position in iShares California Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares California Muni Bond ETF position peaked at $37.4M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

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