Mercer Global Advisors
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Mercer Global Advisors’s IDEX IEX Stock Holding History

Mercer Global Advisors’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.14M Buy
11,266
+1,694
+18% +$334K ﹤0.01% 1167
2025
Q4 		$1.7M Buy
9,572
+3,415
+55% +$584K ﹤0.01% 1186
2025
Q3 		$1M Sell
6,157
-432
-7% -$73K ﹤0.01% 1379
2025
Q2 		$1.16M Buy
6,589
+160
+2% +$28.4K ﹤0.01% 1138
2025
Q1 		$1.16M Buy
6,429
+224
+4% +$44.6K ﹤0.01% 1061
2024
Q4 		$1.3M Buy
6,205
+205
+3% +$44.9K ﹤0.01% 986
2024
Q3 		$1.28M Buy
6,000
+419
+8% +$84.4K ﹤0.01% 920
2024
Q2 		$1.12M Buy
5,581
+472
+9% +$103K ﹤0.01% 920
2024
Q1 		$1.25M Buy
5,109
+701
+16% +$158K ﹤0.01% 868
2023
Q4 		$957K Buy
4,408
+713
+19% +$144K ﹤0.01% 993
2023
Q3 		$769K Buy
3,695
+914
+33% +$198K ﹤0.01% 1050
2023
Q2 		$599K Sell
2,781
-1,595
-36% -$335K ﹤0.01% 1149
2023
Q1 		$1.01M Buy
4,376
+290
+7% +$65.8K ﹤0.01% 909
2022
Q4 		$933K Buy
4,086
+1,979
+94% +$442K ﹤0.01% 946
2022
Q3 		$421K Sell
2,107
-786
-27% -$159K ﹤0.01% 1216
2022
Q2 		$525K Buy
2,893
+850
+42% +$160K ﹤0.01% 1119
2022
Q1 		$392K Buy
2,043
+715
+54% +$145K ﹤0.01% 1365
2021
Q4 		$314K Buy
1,328
+242
+22% +$55K ﹤0.01% 1439
2021
Q3 		$225K Sell
1,086
-101
-9% -$22.4K ﹤0.01% 1565
2021
Q2 		$261K Buy
+1,187
New +$262K ﹤0.01% 1446

Other funds holding IEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mercer Global Advisors increased its IDEX (IEX) stake by 18% in Q1 2026, buying an estimated $334K and bringing the position to 11,266 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Mercer Global Advisors first reported a position in IEX in Q2 2021 and has held it in 20 quarters since. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Mercer Global Advisors held 11,266 shares of IDEX worth $2.14M as of Q1 2026.
  • Mercer Global Advisors bought 1,694 IDEX shares in Q1 2026, an estimated $334K.
  • IDEX made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1167 holding.
  • Mercer Global Advisors first reported a position in IDEX in Q2 2021 and has held it in 20 quarters since.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

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