Mercer Global Advisors
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Mercer Global Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Mercer Global Advisors’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Sell
25,966
-95
-0.4% -$6.75K ﹤0.01% 1341
2026
Q1 		$1.7M Sell
26,061
-77
-0.3% -$5.2K ﹤0.01% 1272
2025
Q4 		$1.7M Sell
26,138
-80
-0.3% -$5.15K ﹤0.01% 1188
2025
Q3 		$1.66M Sell
26,218
-1
-0% -$61 ﹤0.01% 1115
2025
Q2 		$1.53M Sell
26,219
-100
-0.4% -$5.46K ﹤0.01% 1002
2025
Q1 		$1.43M Buy
26,319
+2,780
+12% +$162K ﹤0.01% 965
2024
Q4 		$1.38M Sell
23,539
-1,891
-7% -$114K ﹤0.01% 954
2024
Q3 		$1.47M Hold
25,430
– – ﹤0.01% 873
2024
Q2 		$1.37M Sell
25,430
-280
-1% -$15.1K ﹤0.01% 836
2024
Q1 		$1.45M Buy
25,710
+2,421
+10% +$129K ﹤0.01% 819
2023
Q4 		$1.25M Sell
23,289
-573
-2% -$27.4K ﹤0.01% 890
2023
Q3 		$1.12M Sell
23,862
-2,471
-9% -$123K ﹤0.01% 899
2023
Q2 		$1.31M Sell
26,333
-1,361
-5% -$64.1K 0.01% 856
2023
Q1 		$1.31M Buy
+27,694
New +$1.34M 0.01% 812

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 0.36% in Q2 2026, selling an estimated $6.75K and leaving 25,966 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Mercer Global Advisors first reported a position in ISCB in Q1 2023 and has held it in 14 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

  • Mercer Global Advisors held 25,966 shares of iShares Morningstar Small-Cap ETF worth $1.96M as of Q2 2026.
  • Mercer Global Advisors sold 95 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.75K.
  • iShares Morningstar Small-Cap ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1341 holding.
  • Mercer Global Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

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