Mercer Global Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420M	Buy	4,638,138 +656,054	+16%	+$61.2M	0.62%	28
2025 Q4	$356M	Sell	3,982,084 -238,089	-6%	-$21.1M	0.54%	32
2025 Q3	$368M	Buy	4,220,173 +1,455,719	+53%	+$124M	0.62%	28
2025 Q2	$231M	Buy	2,764,454 +1,253,181	+83%	+$99.5M	0.47%	33
2025 Q1	$114M	Buy	1,511,273 +9,010	+0.6%	+$674K	0.26%	55
2024 Q4	$106M	Buy	1,502,263 +999,084	+199%	+$73.7M	0.26%	57
2024 Q3	$39M	Sell	503,179 -19,642	-4%	-$1.47M	0.09%	130
2024 Q2	$38M	Sell	522,821 -50,238	-9%	-$3.7M	0.1%	121
2024 Q1	$42.8M	Buy	573,059 +32,050	+6%	+$2.28M	0.12%	114
2023 Q4	$38.1M	Sell	541,009 -74,857	-12%	-$4.93M	0.11%	124
2023 Q3	$39.6M	Sell	615,866 -152,738	-20%	-$10.2M	0.15%	93
2023 Q2	$51.9M	Buy	768,604 +1,813	+0.2%	+$123K	0.21%	78
2023 Q1	$51.3M	Sell	766,791 -142,401	-16%	-$9.34M	0.23%	69
2022 Q4	$56M	Sell	909,192 -118,098	-11%	-$6.95M	0.28%	59
2022 Q3	$54.1M	Buy	1,027,290 +26,257	+3%	+$1.54M	0.32%	55
2022 Q2	$58.9M	Sell	1,001,033 -44,703	-4%	-$2.87M	0.36%	49
2022 Q1	$72.7M	Buy	1,045,736 +238,070	+29%	+$16.8M	0.43%	43
2021 Q4	$60.3M	Buy	807,666 +11,779	+1%	+$885K	0.37%	48
2021 Q3	$59.1M	Buy	795,887 +224,805	+39%	+$17.1M	0.41%	46
2021 Q2	$42.8M	Buy	571,082 +31,831	+6%	+$2.4M	0.33%	55
2021 Q1	$38.9M	Buy	539,251 +488,048	+953%	+$34.9M	0.35%	49
2020 Q4	$3.54M	Sell	51,203 -6,257	-11%	-$405K	0.04%	288
2020 Q3	$3.46M	Buy	57,460 +49,761	+646%	+$3M	0.05%	257
2020 Q2	$440K	Sell	7,699 -42,062	-85%	-$2.28M	0.01%	725
2020 Q1	$2.48M	Sell	49,761 -13,663	-22%	-$813K	0.05%	276
2019 Q4	$4.14M	Buy	63,424 +59,543	+1,534%	+$3.78M	0.08%	204
2019 Q3	$236K	Sell	3,881 -19	-0.5%	-$1.15K	0.01%	982
2019 Q2	$239K	Sell	3,900 -887	-19%	-$54.3K	0.01%	970
2019 Q1	$291K	Buy	+4,787	New	+$283K	0.01%	828

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q1 2026, buying an estimated $61.2M and bringing the position to 4,638,138 shares worth $420M. The position accounts for 0.62% of the portfolio, ranked #28.

Mercer Global Advisors first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Mercer Global Advisors held 4,638,138 shares of iShares Core MSCI EAFE ETF worth $420M as of Q1 2026.
Mercer Global Advisors bought 656,054 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $61.2M.
iShares Core MSCI EAFE ETF made up 0.62% of Mercer Global Advisors's portfolio in Q1 2026, its #28 holding.
Mercer Global Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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