Mercer Global Advisors’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$389K	Sell	6,025 -1,285	-18%	-$86.3K	﹤0.01%	2189
2025 Q4	$488K	Buy	7,310 +180	+3%	+$11.9K	﹤0.01%	1884
2025 Q3	$470K	Sell	7,130 -704	-9%	-$45.2K	﹤0.01%	1790
2025 Q2	$492K	Sell	7,834 -1,254	-14%	-$75.3K	﹤0.01%	1576
2025 Q1	$551K	Buy	9,088 +3,981	+78%	+$245K	﹤0.01%	1417
2024 Q4	$309K	Sell	5,107 -3,409	-40%	-$210K	﹤0.01%	1721
2024 Q3	$520K	Buy	8,516 +4,662	+121%	+$275K	﹤0.01%	1319
2024 Q2	$220K	Sell	3,854 -358	-8%	-$19.9K	﹤0.01%	1741
2024 Q1	$237K	Sell	4,212 -2	-0%	-$109	﹤0.01%	1694
2023 Q4	$223K	Sell	4,214 -21	-0.5%	-$1.06K	﹤0.01%	1774
2023 Q3	$206K	Sell	4,235 -3,457	-45%	-$173K	﹤0.01%	1752
2023 Q2	$385K	Sell	7,692 -11,448	-60%	-$556K	﹤0.01%	1362
2023 Q1	$909K	Sell	19,140 -752	-4%	-$35K	﹤0.01%	954
2022 Q4	$919K	Buy	+19,892	New	+$909K	﹤0.01%	953

Other funds holding FDLO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CDWM

Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Mercer Global Advisors reduced its Fidelity Low Volatility Factor ETF (FDLO) stake by 18% in Q1 2026, selling an estimated $86.3K and leaving 6,025 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Mercer Global Advisors first reported a position in FDLO in Q4 2022 and has held it in 14 quarters since. The position peaked at $919K in Q4 2022. 162 funds tracked by Wall St. Rank hold FDLO as of Q1 2026.

Mercer Global Advisors held 6,025 shares of Fidelity Low Volatility Factor ETF worth $389K as of Q1 2026.
Mercer Global Advisors sold 1,285 Fidelity Low Volatility Factor ETF shares in Q1 2026, an estimated $86.3K.
Fidelity Low Volatility Factor ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2189 holding.
Mercer Global Advisors first reported a position in Fidelity Low Volatility Factor ETF in Q4 2022 and has held it in 14 quarters since.
Mercer Global Advisors's Fidelity Low Volatility Factor ETF position peaked at $919K in Q4 2022.
162 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q1 2026.

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