Mercer Global Advisors’s IperionX IPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17,500	Closed	-$602K	–	2211
2024 Q4	$602K	Buy	+17,500	New	+$456K	﹤0.01%	1343

Other funds holding IPX

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mercer Global Advisors's IPX Position: Q1 2025 in Review

Mercer Global Advisors sold out of IperionX (IPX) in Q1 2025, closing a stake of 17,500 shares — an estimated $602K sold.

Mercer Global Advisors first reported a position in IPX in Q4 2024 and held it in 1 quarter. The position peaked at $602K in Q4 2024. 21 funds tracked by Wall St. Rank hold IPX as of Q1 2025.

Mercer Global Advisors reported no remaining IperionX position as of Q1 2025 after selling out during the quarter.
Mercer Global Advisors sold 17,500 IperionX shares in Q1 2025, an estimated $602K.
Mercer Global Advisors first reported a position in IperionX in Q4 2024 and held it in 1 quarter.
Mercer Global Advisors's IperionX position peaked at $602K in Q4 2024.
21 funds tracked by Wall St. Rank held IperionX as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.