Mercer Global Advisors
FNCL icon

Mercer Global Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Mercer Global Advisors’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7M Sell
218,004
-33,553
-13% -$2.49M 0.02% 414
2026
Q1 		$17.7M Buy
251,557
+3,089
+1% +$229K 0.03% 344
2025
Q4 		$19.3M Sell
248,468
-25,672
-9% -$1.94M 0.03% 339
2025
Q3 		$20.9M Buy
274,140
+266,401
+3,442% +$20.1M 0.03% 302
2025
Q2 		$573K Sell
7,739
-1,427
-16% -$99K ﹤0.01% 1499
2025
Q1 		$637K Buy
9,166
+1,680
+22% +$119K ﹤0.01% 1340
2024
Q4 		$514K Sell
7,486
-12,265
-62% -$843K ﹤0.01% 1442
2024
Q3 		$1.25M Buy
19,751
+3,829
+24% +$235K ﹤0.01% 930
2024
Q2 		$923K Sell
15,922
-4,123
-21% -$239K ﹤0.01% 998
2024
Q1 		$1.19M Sell
20,045
-461
-2% -$25.7K ﹤0.01% 900
2023
Q4 		$1.1M Buy
20,506
+3,613
+21% +$176K ﹤0.01% 938
2023
Q3 		$787K Buy
16,893
+1,440
+9% +$69.6K ﹤0.01% 1034
2023
Q2 		$727K Sell
15,453
-619
-4% -$28.1K ﹤0.01% 1069
2023
Q1 		$725K Sell
16,072
-77
-0.5% -$3.77K ﹤0.01% 1035
2022
Q4 		$774K Buy
16,149
+7,336
+83% +$351K ﹤0.01% 1021
2022
Q3 		$380K Sell
8,813
-1,469
-14% -$69.1K ﹤0.01% 1281
2022
Q2 		$459K Sell
10,282
-138
-1% -$6.75K ﹤0.01% 1190
2022
Q1 		$564K Sell
10,420
-3,535
-25% -$196K ﹤0.01% 1166
2021
Q4 		$780K Sell
13,955
-1,762
-11% -$99.5K ﹤0.01% 999
2021
Q3 		$844K Sell
15,717
-1,163
-7% -$62.1K 0.01% 939
2021
Q2 		$884K Sell
16,880
-11,766
-41% -$616K 0.01% 894
2021
Q1 		$1.4M Buy
+28,646
New +$1.32M 0.01% 664

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

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

Mercer Global Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 13% in Q2 2026, selling an estimated $2.49M and leaving 218,004 shares worth $16.7M. The position accounts for 0.02% of the portfolio, ranked #414.

Mercer Global Advisors first reported a position in FNCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $20.9M in Q3 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Mercer Global Advisors held 218,004 shares of Fidelity MSCI Financials Index ETF worth $16.7M as of Q2 2026.
  • Mercer Global Advisors sold 33,553 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $2.49M.
  • Fidelity MSCI Financials Index ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #414 holding.
  • Mercer Global Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's Fidelity MSCI Financials Index ETF position peaked at $20.9M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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