Mercer Global Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,847	Closed	-$203K	–	3691
2026 Q1	$203K	Buy	+3,847	New	+$191K	﹤0.01%	2825
2024 Q4	–	Sell	-70,039	Closed	-$70K	–	2156
2024 Q3	$70K	Buy	70,039 +121	+0.2%	+$4.9K	﹤0.01%	1899
2024 Q2	$69.9K	Buy	69,918 +21	+0%	+$869	﹤0.01%	1893
2024 Q1	$70K	Buy	69,897 +22	+0%	+$807	﹤0.01%	1873
2023 Q4	$70K	Buy	+69,875	New	+$2.28M	﹤0.01%	1937

Other funds holding EMO

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

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

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

Mercer Global Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q2 2026, closing a stake of 3,847 shares — an estimated $203K sold.

Mercer Global Advisors first reported a position in EMO in Q4 2023 and held it in 5 quarters. The position peaked at $203K in Q1 2026. 117 funds tracked by Wall St. Rank hold EMO as of Q2 2026.

Mercer Global Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Mercer Global Advisors sold 3,847 ClearBridge Energy Midstream Opportunity Fund shares in Q2 2026, an estimated $203K.
Mercer Global Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2023 and held it in 5 quarters.
Mercer Global Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $203K in Q1 2026.
117 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q2 2026.

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