Mercer Global Advisors
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Mercer Global Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Mercer Global Advisors’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$342K Buy
10,693
+174
+2% +$5.7K ﹤0.01% 2311
2025
Q4 		$323K Buy
10,519
+2
+0% +$60 ﹤0.01% 2172
2025
Q3 		$307K Buy
10,517
+2
+0% +$57 ﹤0.01% 2071
2025
Q2 		$286K Sell
10,515
-98
-0.9% -$2.5K ﹤0.01% 1869
2025
Q1 		$268K Buy
10,613
+64
+0.6% +$1.73K ﹤0.01% 1824
2024
Q4 		$284K Sell
10,549
-196
-2% -$5.48K ﹤0.01% 1784
2024
Q3 		$292K Buy
10,745
+242
+2% +$6.36K ﹤0.01% 1620
2024
Q2 		$265K Buy
10,503
+3
+0% +$76 ﹤0.01% 1642
2024
Q1 		$275K Sell
10,500
-598
-5% -$14.5K ﹤0.01% 1617
2023
Q4 		$262K Buy
11,098
+3
+0% +$64 ﹤0.01% 1696
2023
Q3 		$234K Sell
11,095
-10,516
-49% -$230K ﹤0.01% 1684
2023
Q2 		$469K Buy
+21,611
New +$446K ﹤0.01% 1262
2023
Q1 		– Sell
-19,188
Closed -$389K – 2067
2022
Q4 		$389K Buy
19,188
+1,562
+9% +$31.5K ﹤0.01% 1350
2022
Q3 		$323K Buy
+17,626
New +$355K ﹤0.01% 1359

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $119M AUM
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

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

Mercer Global Advisors increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 1.7% in Q1 2026, buying an estimated $5.7K and bringing the position to 10,693 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

Mercer Global Advisors first reported a position in FFSM in Q3 2022 and has held it in 14 quarters since. The position peaked at $469K in Q2 2023. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Mercer Global Advisors held 10,693 shares of Fidelity Fundamental Small-Mid Cap ETF worth $342K as of Q1 2026.
  • Mercer Global Advisors bought 174 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $5.7K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2311 holding.
  • Mercer Global Advisors first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2022 and has held it in 14 quarters since.
  • Mercer Global Advisors's Fidelity Fundamental Small-Mid Cap ETF position peaked at $469K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

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