Mercer Global Advisors
ITA icon

Mercer Global Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Mercer Global Advisors’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4M Buy
71,785
+4,145
+6% +$944K 0.02% 398
2026
Q1 		$14.8M Buy
67,640
+10
+0% +$2.34K 0.02% 400
2025
Q4 		$14.5M Buy
67,630
+2,163
+3% +$453K 0.02% 398
2025
Q3 		$13.7M Buy
65,467
+5,622
+9% +$1.11M 0.02% 394
2025
Q2 		$11.3M Buy
59,845
+1,248
+2% +$207K 0.02% 360
2025
Q1 		$8.97M Buy
58,597
+377
+0.6% +$57.6K 0.02% 387
2024
Q4 		$8.46M Sell
58,220
-6,508
-10% -$981K 0.02% 396
2024
Q3 		$9.8M Sell
64,728
-17,199
-21% -$2.43M 0.02% 329
2024
Q2 		$10.8M Sell
81,927
-3,854
-4% -$511K 0.03% 289
2024
Q1 		$11.3M Sell
85,781
-168
-0.2% -$21.1K 0.03% 288
2023
Q4 		$10.9M Sell
85,949
-2,613
-3% -$302K 0.03% 295
2023
Q3 		$9.38M Buy
88,562
+1,673
+2% +$191K 0.04% 285
2023
Q2 		$10.1M Sell
86,889
-1,885
-2% -$214K 0.04% 291
2023
Q1 		$10.2M Sell
88,774
-12,149
-12% -$1.38M 0.05% 268
2022
Q4 		$11.3M Buy
100,923
+3,744
+4% +$399K 0.06% 248
2022
Q3 		$8.86M Sell
97,179
-16,616
-15% -$1.68M 0.05% 249
2022
Q2 		$11.3M Buy
113,795
+454
+0.4% +$46.7K 0.07% 204
2022
Q1 		$12.6M Sell
113,341
-16,070
-12% -$1.71M 0.07% 193
2021
Q4 		$13.3M Sell
129,411
-21,770
-14% -$2.27M 0.08% 177
2021
Q3 		$15.8M Buy
151,181
+147,506
+4,014% +$15.7M 0.11% 153
2021
Q2 		$402K Buy
3,675
+580
+19% +$62.4K ﹤0.01% 1250
2021
Q1 		$322K Sell
3,095
-121,628
-98% -$11.9M ﹤0.01% 1276
2020
Q4 		$11.8M Sell
124,723
-5,165
-4% -$454K 0.15% 107
2020
Q3 		$10.3M Buy
+129,888
New +$10.6M 0.16% 106
2020
Q2 		– Sell
-113,190
Closed -$8.14M – 1096
2020
Q1 		$8.14M Buy
+113,190
New +$11.6M 0.18% 104
2019
Q3 		– Sell
-2,146
Closed -$230K – 1158
2019
Q2 		$230K Buy
+2,146
New +$222K 0.01% 993

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 6.1% in Q2 2026, buying an estimated $944K and bringing the position to 71,785 shares worth $17.4M. The position accounts for 0.02% of the portfolio, ranked #398.

Mercer Global Advisors first reported a position in ITA in Q2 2019 and has held it in 26 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Mercer Global Advisors held 71,785 shares of iShares US Aerospace & Defense ETF worth $17.4M as of Q2 2026.
  • Mercer Global Advisors bought 4,145 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $944K.
  • iShares US Aerospace & Defense ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #398 holding.
  • Mercer Global Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2019 and has held it in 26 quarters since.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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