Mercer Global Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Sell	15,506 -438	-3%	-$49K	﹤0.01%	1395
2026 Q1	$1.52M	Buy	15,944 +438	+3%	+$44.5K	﹤0.01%	1329
2025 Q4	$1.61M	Sell	15,506 -11,228	-42%	-$1.17M	﹤0.01%	1217
2025 Q3	$2.79M	Buy	26,734 +24,385	+1,038%	+$2.45M	﹤0.01%	901
2025 Q2	$228K	Sell	2,349 -267	-10%	-$23.2K	﹤0.01%	2020
2025 Q1	$212K	Sell	2,616 -14	-0.5%	-$1.24K	﹤0.01%	1941
2024 Q4	$236K	Sell	2,630 -2,294	-47%	-$203K	﹤0.01%	1877
2024 Q3	$408K	Buy	4,924 +180	+4%	+$14.6K	﹤0.01%	1457
2024 Q2	$386K	Buy	+4,744	New	+$363K	﹤0.01%	1441
2023 Q4	–	Sell	-4,111	Closed	-$245K	–	2052
2023 Q3	$245K	Buy	+4,111	New	+$256K	﹤0.01%	1649

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Morningstar Growth ETF (ILCG) stake by 2.7% in Q2 2026, selling an estimated $49K and leaving 15,506 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Mercer Global Advisors first reported a position in ILCG in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.79M in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Mercer Global Advisors held 15,506 shares of iShares Morningstar Growth ETF worth $1.81M as of Q2 2026.
Mercer Global Advisors sold 438 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $49K.
iShares Morningstar Growth ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1395 holding.
Mercer Global Advisors first reported a position in iShares Morningstar Growth ETF in Q3 2023 and has held it in 10 quarters since.
Mercer Global Advisors's iShares Morningstar Growth ETF position peaked at $2.79M in Q3 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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