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
Q2 		$3.16M Buy
13,909
+2,643
+23% +$559K ﹤0.01% 1102
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Mercer Global Advisors increased its IDEX (IEX) stake by 23% in Q2 2026, buying an estimated $559K and bringing the position to 13,909 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Mercer Global Advisors first reported a position in IEX in Q2 2021 and has held it in 21 quarters since. 689 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Mercer Global Advisors held 13,909 shares of IDEX worth $3.16M as of Q2 2026.
  • Mercer Global Advisors bought 2,643 IDEX shares in Q2 2026, an estimated $559K.
  • IDEX made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1102 holding.
  • Mercer Global Advisors first reported a position in IDEX in Q2 2021 and has held it in 21 quarters since.
  • 689 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

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