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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$370K	Buy	4,048 +1,259	+45%	+$112K	﹤0.01%	2590
2026 Q1	$236K	Buy	+2,789	New	+$240K	﹤0.01%	2672
2023 Q4	–	Sell	-3,621	Closed	-$219K	–	2053
2023 Q3	$219K	Buy	+3,621	New	+$231K	﹤0.01%	1721
2022 Q2	–	Sell	-3,317	Closed	-$229K	–	1869
2022 Q1	$229K	Buy	+3,317	New	+$224K	﹤0.01%	1651

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 45% in Q2 2026, buying an estimated $112K and bringing the position to 4,048 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Mercer Global Advisors first reported a position in IMCV in Q1 2022 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Mercer Global Advisors held 4,048 shares of iShares Morningstar Mid-Cap Value ETF worth $370K as of Q2 2026.
Mercer Global Advisors bought 1,259 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $112K.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2590 holding.
Mercer Global Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

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