Mercer Global Advisors’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,185	Closed	-$207K	–	2034
2023 Q3	$207K	Sell	4,185 -4,230	-50%	-$211K	﹤0.01%	1748
2023 Q2	$419K	Sell	8,415 -12,663	-60%	-$631K	﹤0.01%	1319
2023 Q1	$1.05M	Sell	21,078 -337	-2%	-$16.8K	﹤0.01%	896
2022 Q4	$1.06M	Buy	+21,415	New	+$1.06M	0.01%	892

Other funds holding FLDR

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWM

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Mercer Global Advisors's FLDR Position: Q4 2023 in Review

Mercer Global Advisors sold out of Fidelity Low Duration Bond Factor ETF (FLDR) in Q4 2023, closing a stake of 4,185 shares — an estimated $207K sold.

Mercer Global Advisors first reported a position in FLDR in Q4 2022 and held it in 4 quarters. The position peaked at $1.06M in Q4 2022. 54 funds tracked by Wall St. Rank hold FLDR as of Q4 2023.

Mercer Global Advisors reported no remaining Fidelity Low Duration Bond Factor ETF position as of Q4 2023 after selling out during the quarter.
Mercer Global Advisors sold 4,185 Fidelity Low Duration Bond Factor ETF shares in Q4 2023, an estimated $207K.
Mercer Global Advisors first reported a position in Fidelity Low Duration Bond Factor ETF in Q4 2022 and held it in 4 quarters.
Mercer Global Advisors's Fidelity Low Duration Bond Factor ETF position peaked at $1.06M in Q4 2022.
54 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.