Mercer Global Advisors’s IDEX IEX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
6,589
+160
+2% +$28.1K ﹤0.01% 1109
2025
Q1
$1.16M Buy
6,429
+224
+4% +$40.5K ﹤0.01% 1061
2024
Q4
$1.3M Buy
6,205
+205
+3% +$42.9K ﹤0.01% 986
2024
Q3
$1.28M Buy
6,000
+419
+8% +$89K ﹤0.01% 920
2024
Q2
$1.12M Buy
5,581
+472
+9% +$95.1K ﹤0.01% 920
2024
Q1
$1.25M Buy
5,109
+701
+16% +$172K ﹤0.01% 868
2023
Q4
$957K Buy
4,408
+713
+19% +$155K ﹤0.01% 993
2023
Q3
$769K Buy
3,695
+914
+33% +$190K ﹤0.01% 1050
2023
Q2
$599K Sell
2,781
-1,595
-36% -$344K ﹤0.01% 1149
2023
Q1
$1.01M Buy
4,376
+290
+7% +$67K ﹤0.01% 909
2022
Q4
$933K Buy
4,086
+1,979
+94% +$452K ﹤0.01% 946
2022
Q3
$421K Sell
2,107
-786
-27% -$157K ﹤0.01% 1216
2022
Q2
$525K Buy
2,893
+850
+42% +$154K ﹤0.01% 1119
2022
Q1
$392K Buy
2,043
+715
+54% +$137K ﹤0.01% 1365
2021
Q4
$314K Buy
1,328
+242
+22% +$57.2K ﹤0.01% 1437
2021
Q3
$225K Sell
1,086
-101
-9% -$20.9K ﹤0.01% 1561
2021
Q2
$261K Buy
+1,187
New +$261K ﹤0.01% 1444