Mercer Global Advisors
IMCB icon

Mercer Global Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Mercer Global Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.33M Sell
51,885
-2,268
-4% -$194K 0.01% 822
2025
Q4 		$4.48M Sell
54,153
-4,330
-7% -$358K 0.01% 759
2025
Q3 		$4.86M Sell
58,483
-23,089
-28% -$1.88M 0.01% 677
2025
Q2 		$6.5M Buy
+81,572
New +$6.11M 0.01% 504
2025
Q1 		– Sell
-2,644
Closed -$201K – 2207
2024
Q4 		$201K Buy
+2,644
New +$207K ﹤0.01% 1973
2024
Q2 		– Sell
-3,469
Closed -$253K – 2001
2024
Q1 		$253K Buy
+3,469
New +$238K ﹤0.01% 1661
2023
Q3 		– Sell
-3,904
Closed -$247K – 2003
2023
Q2 		$247K Sell
3,904
-4,999
-56% -$301K ﹤0.01% 1625
2023
Q1 		$540K Sell
8,903
-299
-3% -$18.4K ﹤0.01% 1163
2022
Q4 		$540K Buy
9,202
+4,934
+116% +$289K ﹤0.01% 1160
2022
Q3 		$230K Sell
4,268
-177
-4% -$10.6K ﹤0.01% 1563
2022
Q2 		$251K Buy
4,445
+1
+0% +$62 ﹤0.01% 1505
2022
Q1 		$299K Sell
4,444
-468
-10% -$31.1K ﹤0.01% 1511
2021
Q4 		$349K Buy
4,912
+771
+19% +$54K ﹤0.01% 1383
2021
Q3 		$276K Hold
4,141
– – ﹤0.01% 1463
2021
Q2 		$278K Sell
4,141
-11,127
-73% -$732K ﹤0.01% 1417
2021
Q1 		$240K Buy
15,268
+11,436
+298% +$698K ﹤0.01% 1408
2020
Q4 		$224K Buy
+3,832
New +$210K ﹤0.01% 1191

Other funds holding IMCB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Morningstar Mid-Cap ETF (IMCB) stake by 4.2% in Q1 2026, selling an estimated $194K and leaving 51,885 shares worth $4.33M. The position accounts for 0.01% of the portfolio, ranked #822.

Mercer Global Advisors first reported a position in IMCB in Q4 2020 and has held it in 17 quarters since. The position peaked at $6.5M in Q2 2025. 192 funds tracked by Wall St. Rank hold IMCB as of Q1 2026.

  • Mercer Global Advisors held 51,885 shares of iShares Morningstar Mid-Cap ETF worth $4.33M as of Q1 2026.
  • Mercer Global Advisors sold 2,268 iShares Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $194K.
  • iShares Morningstar Mid-Cap ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #822 holding.
  • Mercer Global Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • Mercer Global Advisors's iShares Morningstar Mid-Cap ETF position peaked at $6.5M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2026.

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