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

Mercer Global Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Sell
24,151
-2,582
-10% -$233K ﹤0.01% 1228
2026
Q1 		$2.11M Sell
26,733
-831
-3% -$68.1K ﹤0.01% 1175
2025
Q4 		$2.2M Sell
27,564
-7,479
-21% -$608K ﹤0.01% 1059
2025
Q3 		$2.9M Buy
35,043
+18,804
+116% +$1.53M ﹤0.01% 883
2025
Q2 		$1.3M Buy
16,239
+805
+5% +$59.9K ﹤0.01% 1085
2025
Q1 		$1.1M Buy
15,434
+79
+0.5% +$6.02K ﹤0.01% 1095
2024
Q4 		$1.16M Sell
15,355
-10,068
-40% -$770K ﹤0.01% 1038
2024
Q3 		$1.84M Sell
25,423
-2,247
-8% -$156K ﹤0.01% 796
2024
Q2 		$1.87M Sell
27,670
-1,437
-5% -$97.7K 0.01% 738
2024
Q1 		$2.07M Sell
29,107
-2,973
-9% -$198K 0.01% 716
2023
Q4 		$2.07M Sell
32,080
-10,412
-25% -$612K 0.01% 732
2023
Q3 		$2.43M Sell
42,492
-9,224
-18% -$556K 0.01% 639
2023
Q2 		$3.15M Sell
51,716
-29,230
-36% -$1.68M 0.01% 580
2023
Q1 		$4.66M Sell
80,946
-5,998
-7% -$343K 0.02% 448
2022
Q4 		$4.68M Buy
86,944
+71,162
+451% +$3.83M 0.02% 443
2022
Q3 		$795K Sell
15,782
-5,789
-27% -$323K ﹤0.01% 941
2022
Q2 		$1.12M Buy
21,571
+818
+4% +$46.6K 0.01% 799
2022
Q1 		$1.33M Sell
20,753
-351
-2% -$22.6K 0.01% 781
2021
Q4 		$1.55M Sell
21,104
-581
-3% -$42.3K 0.01% 715
2021
Q3 		$1.49M Buy
21,685
+696
+3% +$49.2K 0.01% 720
2021
Q2 		$1.45M Buy
20,989
+6,277
+43% +$414K 0.01% 693
2021
Q1 		$928K Buy
14,712
+11,154
+313% +$722K 0.01% 816
2020
Q4 		$227K Buy
+3,558
New +$210K ﹤0.01% 1184

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 9.7% in Q2 2026, selling an estimated $233K and leaving 24,151 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Mercer Global Advisors first reported a position in IMCG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.68M in Q4 2022. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Mercer Global Advisors held 24,151 shares of iShares Morningstar Mid-Cap Growth ETF worth $2.37M as of Q2 2026.
  • Mercer Global Advisors sold 2,582 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $233K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1228 holding.
  • Mercer Global Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Mercer Global Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $4.68M in Q4 2022.
  • 423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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