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 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 $1.66T AUM 25.57% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $395M AUM

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in ClearBridge Energy Midstream Opportunity Fund (EMO) in Q1 2026: 3,847 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2825 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in EMO as recently as Q3 2024.

Mercer Global Advisors first reported a position in EMO in Q4 2023 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold EMO as of Q1 2026.

Mercer Global Advisors held 3,847 shares of ClearBridge Energy Midstream Opportunity Fund worth $203K as of Q1 2026.
ClearBridge Energy Midstream Opportunity Fund was a new Mercer Global Advisors position in Q1 2026.
ClearBridge Energy Midstream Opportunity Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2825 holding.
Mercer Global Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2023 and has held it in 5 quarters since.
119 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q1 2026.

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