Mercer Global Advisors
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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
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 $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 2,789 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2672 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in IMCV as recently as Q3 2023.

Mercer Global Advisors first reported a position in IMCV in Q1 2022 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Mercer Global Advisors held 2,789 shares of iShares Morningstar Mid-Cap Value ETF worth $236K as of Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF was a new Mercer Global Advisors position in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2672 holding.
  • Mercer Global Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

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