Mercer Global Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Sell	21,520 -19,894	-48%	-$1.66M	﹤0.01%	1386
2026 Q1	$3.1M	Hold	41,414	–	–	﹤0.01%	992
2025 Q4	$3.3M	Sell	41,414 -64	-0.2%	-$5K	0.01%	882
2025 Q3	$3.18M	Sell	41,478 -14	-0%	-$1.03K	0.01%	837
2025 Q2	$2.92M	Buy	41,492 +19,320	+87%	+$1.26M	0.01%	740
2025 Q1	$1.41M	Hold	22,172	–	–	﹤0.01%	968
2024 Q4	$1.47M	Buy	+22,172	New	+$1.48M	﹤0.01%	926

Other funds holding CSM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Mercer Global Advisors reduced its ProShares Large Cap Core Plus (CSM) stake by 48% in Q2 2026, selling an estimated $1.66M and leaving 21,520 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Mercer Global Advisors first reported a position in CSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.3M in Q4 2025. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Mercer Global Advisors held 21,520 shares of ProShares Large Cap Core Plus worth $1.83M as of Q2 2026.
Mercer Global Advisors sold 19,894 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $1.66M.
ProShares Large Cap Core Plus made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1386 holding.
Mercer Global Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2024 and has held it in 7 quarters since.
Mercer Global Advisors's ProShares Large Cap Core Plus position peaked at $3.3M in Q4 2025.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

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