Mercer Global Advisors
IDU icon

Mercer Global Advisors’s iShares US Utilities ETF IDU Stock Holding History

Mercer Global Advisors’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$713K Buy
6,220
+502
+9% +$57.4K ﹤0.01% 2002
2026
Q1 		$664K Sell
5,718
-633
-10% -$72K ﹤0.01% 1792
2025
Q4 		$688K Buy
6,351
+282
+5% +$31.5K ﹤0.01% 1663
2025
Q3 		$673K Buy
6,069
+555
+10% +$59.8K ﹤0.01% 1575
2025
Q2 		$577K Buy
5,514
+356
+7% +$36.5K ﹤0.01% 1495
2025
Q1 		$523K Sell
5,158
-22
-0.4% -$2.2K ﹤0.01% 1452
2024
Q4 		$498K Sell
5,180
-392
-7% -$39.5K ﹤0.01% 1459
2024
Q3 		$573K Sell
5,572
-52
-0.9% -$4.92K ﹤0.01% 1266
2024
Q2 		$494K Sell
5,624
-892
-14% -$78.4K ﹤0.01% 1309
2024
Q1 		$551K Buy
6,516
+182
+3% +$14.5K ﹤0.01% 1226
2023
Q4 		$506K Sell
6,334
-812
-11% -$62.2K ﹤0.01% 1323
2023
Q3 		$526K Sell
7,146
-980
-12% -$78.6K ﹤0.01% 1226
2023
Q2 		$664K Buy
8,126
+44
+0.5% +$3.66K ﹤0.01% 1107
2023
Q1 		$677K Buy
8,082
+4,496
+125% +$375K ﹤0.01% 1062
2022
Q4 		$310K Buy
3,586
+424
+13% +$35.6K ﹤0.01% 1484
2022
Q3 		$257K Buy
3,162
+450
+17% +$40.5K ﹤0.01% 1507
2022
Q2 		$232K Sell
2,712
-54
-2% -$4.77K ﹤0.01% 1562
2022
Q1 		$252K Hold
2,766
– – ﹤0.01% 1602
2021
Q4 		$245K Buy
+2,766
New +$231K ﹤0.01% 1563

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares US Utilities ETF (IDU) stake by 8.8% in Q2 2026, buying an estimated $57.4K and bringing the position to 6,220 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Mercer Global Advisors first reported a position in IDU in Q4 2021 and has held it in 19 quarters since. 289 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Mercer Global Advisors held 6,220 shares of iShares US Utilities ETF worth $713K as of Q2 2026.
  • Mercer Global Advisors bought 502 iShares US Utilities ETF shares in Q2 2026, an estimated $57.4K.
  • iShares US Utilities ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2002 holding.
  • Mercer Global Advisors first reported a position in iShares US Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • 289 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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