Mercer Global Advisors
EFG icon

Mercer Global Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mercer Global Advisors’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8M Sell
142,269
-22,254
-14% -$2.62M 0.02% 372
2025
Q4 		$18.7M Sell
164,523
-7,770
-5% -$891K 0.03% 347
2025
Q3 		$19.6M Sell
172,293
-53,939
-24% -$6.01M 0.03% 313
2025
Q2 		$25.3M Sell
226,232
-4,330
-2% -$457K 0.05% 197
2025
Q1 		$23.1M Sell
230,562
-9,443
-4% -$963K 0.05% 201
2024
Q4 		$23.2M Sell
240,005
-2,006
-0.8% -$204K 0.06% 187
2024
Q3 		$25.8M Buy
242,011
+9,982
+4% +$1.04M 0.06% 174
2024
Q2 		$23.7M Sell
232,029
-16,707
-7% -$1.71M 0.06% 168
2024
Q1 		$29.3M Buy
248,736
+70,242
+39% +$6.99M 0.08% 155
2023
Q4 		$17.3M Sell
178,494
-6,585
-4% -$590K 0.05% 211
2023
Q3 		$16M Sell
185,079
-107,170
-37% -$9.88M 0.06% 198
2023
Q2 		$27.9M Buy
292,249
+81,177
+38% +$7.72M 0.11% 132
2023
Q1 		$19.8M Sell
211,072
-139,243
-40% -$12.5M 0.09% 162
2022
Q4 		$29.3M Buy
350,315
+33,126
+10% +$2.68M 0.15% 109
2022
Q3 		$23M Buy
317,189
+73,461
+30% +$5.99M 0.14% 120
2022
Q2 		$19.6M Buy
243,728
+196,860
+420% +$17.1M 0.12% 134
2022
Q1 		$4.51M Sell
46,868
-3,100
-6% -$305K 0.03% 413
2021
Q4 		$5.51M Buy
49,968
+1,338
+3% +$147K 0.03% 351
2021
Q3 		$5.18M Buy
48,630
+5,474
+13% +$603K 0.04% 343
2021
Q2 		$4.63M Buy
43,156
+2,581
+6% +$274K 0.04% 341
2021
Q1 		$4.08M Buy
40,575
+12,120
+43% +$1.23M 0.04% 336
2020
Q4 		$2.87M Buy
28,455
+509
+2% +$48.2K 0.04% 343
2020
Q3 		$2.51M Buy
27,946
+5,621
+25% +$498K 0.04% 320
2020
Q2 		$1.85M Sell
22,325
-52,471
-70% -$4.1M 0.03% 343
2020
Q1 		$5.32M Buy
74,796
+57,262
+327% +$4.64M 0.12% 154
2019
Q4 		$1.52M Buy
17,534
+225
+1% +$18.8K 0.03% 410
2019
Q3 		$1.39M Buy
17,309
+205
+1% +$16.4K 0.03% 390
2019
Q2 		$1.38M Sell
17,104
-335
-2% -$26.4K 0.04% 377
2019
Q1 		$1.35M Buy
+17,439
New +$1.29M 0.05% 329

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mercer Global Advisors's EFG Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 14% in Q1 2026, selling an estimated $2.62M and leaving 142,269 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #372.

Mercer Global Advisors first reported a position in EFG in Q1 2019 and has held it in 29 quarters since. The position peaked at $29.3M in Q4 2022. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Mercer Global Advisors held 142,269 shares of iShares MSCI EAFE Growth ETF worth $15.8M as of Q1 2026.
  • Mercer Global Advisors sold 22,254 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $2.62M.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #372 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares MSCI EAFE Growth ETF position peaked at $29.3M in Q4 2022.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.