Mercer Global Advisors
FALN icon

Mercer Global Advisors’s iShares Fallen Angels USD Bond ETF FALN Stock Holding History

Mercer Global Advisors’s Portfolio FALN Stock Details FALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$810K Sell
29,726
-5,736
-16% -$155K ﹤0.01% 1915
2026
Q1 		$948K Sell
35,462
-3,233
-8% -$88.2K ﹤0.01% 1586
2025
Q4 		$1.06M Sell
38,695
-1,357
-3% -$37.2K ﹤0.01% 1424
2025
Q3 		$1.11M Sell
40,052
-61,391
-61% -$1.67M ﹤0.01% 1319
2025
Q2 		$2.75M Sell
101,443
-5,733
-5% -$151K 0.01% 763
2025
Q1 		$2.87M Sell
107,176
-6,832
-6% -$184K 0.01% 715
2024
Q4 		$3.05M Buy
114,008
+3,037
+3% +$82.1K 0.01% 688
2024
Q3 		$3.03M Sell
110,971
-4,183
-4% -$112K 0.01% 640
2024
Q2 		$3.02M Sell
115,154
-5,046
-4% -$133K 0.01% 592
2024
Q1 		$3.23M Buy
120,200
+7,286
+6% +$194K 0.01% 582
2023
Q4 		$2.98M Sell
112,914
-17,307
-13% -$437K 0.01% 614
2023
Q3 		$3.23M Sell
130,221
-27,615
-17% -$696K 0.01% 549
2023
Q2 		$4M Sell
157,836
-38,807
-20% -$971K 0.02% 510
2023
Q1 		$4.97M Sell
196,643
-17,866
-8% -$448K 0.02% 433
2022
Q4 		$5.28M Sell
214,509
-41,879
-16% -$1.02M 0.03% 413
2022
Q3 		$6.13M Sell
256,388
-4,400
-2% -$111K 0.04% 329
2022
Q2 		$6.42M Buy
260,788
+160,658
+160% +$4.18M 0.04% 302
2022
Q1 		$2.78M Sell
100,130
-4,516
-4% -$128K 0.02% 550
2021
Q4 		$3.14M Buy
104,646
+3,384
+3% +$101K 0.02% 491
2021
Q3 		$3.05M Buy
101,262
+53,617
+113% +$1.62M 0.02% 473
2021
Q2 		$1.43M Buy
47,645
+1,918
+4% +$56.6K 0.01% 700
2021
Q1 		$1.34M Buy
+45,727
New +$1.34M 0.01% 680

Other funds holding FALN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Fallen Angels USD Bond ETF (FALN) stake by 16% in Q2 2026, selling an estimated $155K and leaving 29,726 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Mercer Global Advisors first reported a position in FALN in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.42M in Q2 2022. 291 funds tracked by Wall St. Rank hold FALN as of Q2 2026.

  • Mercer Global Advisors held 29,726 shares of iShares Fallen Angels USD Bond ETF worth $810K as of Q2 2026.
  • Mercer Global Advisors sold 5,736 iShares Fallen Angels USD Bond ETF shares in Q2 2026, an estimated $155K.
  • iShares Fallen Angels USD Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1915 holding.
  • Mercer Global Advisors first reported a position in iShares Fallen Angels USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's iShares Fallen Angels USD Bond ETF position peaked at $6.42M in Q2 2022.
  • 291 funds tracked by Wall St. Rank held iShares Fallen Angels USD Bond ETF as of Q2 2026.

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