Mercer Global Advisors’s IES Holdings IESC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$655K	Sell	1,784 -22	-1%	-$7.1K	﹤0.01%	2064
2026 Q1	$430K	Buy	1,806 +26	+1%	+$5.96K	﹤0.01%	2099
2025 Q4	$346K	Buy	1,780 +22	+1%	+$4.42K	﹤0.01%	2123
2025 Q3	$350K	Sell	1,758 -98	-5%	-$16.9K	﹤0.01%	1981
2025 Q2	$275K	Buy	+1,856	New	+$219K	﹤0.01%	1901
2020 Q2	–	Sell	-108,026	Closed	-$953K	–	1086
2020 Q1	$953K	Hold	108,026	–	–	0.02%	489
2019 Q4	$1.39M	Sell	108,026 -4,800	-4%	-$51.9K	0.03%	434
2019 Q3	$1.16M	Sell	112,826 -29,000	-20%	-$276K	0.03%	441
2019 Q2	$1.34M	Hold	141,826	–	–	0.04%	388
2019 Q1	$1.26M	Buy	+141,826	New	+$1.25M	0.05%	344

Other funds holding IESC

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Mercer Global Advisors reduced its IES Holdings (IESC) stake by 1.2% in Q2 2026, selling an estimated $7.1K and leaving 1,784 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Mercer Global Advisors first reported a position in IESC in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2019. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Mercer Global Advisors held 1,784 shares of IES Holdings worth $655K as of Q2 2026.
Mercer Global Advisors sold 22 IES Holdings shares in Q2 2026, an estimated $7.1K.
IES Holdings made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2064 holding.
Mercer Global Advisors first reported a position in IES Holdings in Q1 2019 and has held it in 10 quarters since.
Mercer Global Advisors's IES Holdings position peaked at $1.39M in Q4 2019.
413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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