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
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 $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Mercer Global Advisors reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.8% in Q1 2026, selling an estimated $53.9K and leaving 65,238 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Mercer Global Advisors first reported a position in FSMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.53M in Q3 2025. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Mercer Global Advisors held 65,238 shares of Fidelity Small-Mid Multifactor ETF worth $2.92M as of Q1 2026.
  • Mercer Global Advisors sold 1,176 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $53.9K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1014 holding.
  • Mercer Global Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • Mercer Global Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $5.53M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

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