Mercer Global Advisors
FSMD icon

Mercer Global Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Mercer Global Advisors’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
60,138
-5,100
-8% -$252K ﹤0.01% 1097
2026
Q1 		$2.92M Sell
65,238
-1,176
-2% -$53.9K ﹤0.01% 1014
2025
Q4 		$2.93M Sell
66,414
-59,216
-47% -$2.6M ﹤0.01% 929
2025
Q3 		$5.53M Buy
+125,630
New +$5.4M 0.01% 631

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Mercer Global Advisors reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 7.8% in Q2 2026, selling an estimated $252K and leaving 60,138 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Mercer Global Advisors first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.53M in Q3 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Mercer Global Advisors held 60,138 shares of Fidelity Small-Mid Multifactor ETF worth $3.18M as of Q2 2026.
  • Mercer Global Advisors sold 5,100 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $252K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1097 holding.
  • Mercer Global Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $5.53M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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