Mercer Global Advisors
IYE icon

Mercer Global Advisors’s iShares US Energy ETF IYE Stock Holding History

Mercer Global Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Sell
24,019
-2,166
-8% -$131K ﹤0.01% 1557
2026
Q1 		$1.7M Sell
26,185
-420
-2% -$23.8K ﹤0.01% 1273
2025
Q4 		$1.26M Sell
26,605
-2,660
-9% -$126K ﹤0.01% 1332
2025
Q3 		$1.39M Sell
29,265
-36,588
-56% -$1.7M ﹤0.01% 1205
2025
Q2 		$2.98M Sell
65,853
-1,251
-2% -$55.3K 0.01% 736
2025
Q1 		$3.31M Sell
67,104
-7,972
-11% -$380K 0.01% 668
2024
Q4 		$3.42M Buy
75,076
+449
+0.6% +$21.5K 0.01% 653
2024
Q3 		$3.53M Sell
74,627
-6,755
-8% -$318K 0.01% 590
2024
Q2 		$3.91M Sell
81,382
-9,114
-10% -$445K 0.01% 519
2024
Q1 		$4.47M Buy
90,496
+6,871
+8% +$309K 0.01% 487
2023
Q4 		$3.69M Sell
83,625
-7,934
-9% -$356K 0.01% 547
2023
Q3 		$4.34M Sell
91,559
-22,525
-20% -$1.04M 0.02% 466
2023
Q2 		$4.89M Sell
114,084
-10,607
-9% -$454K 0.02% 458
2023
Q1 		$5.46M Sell
124,691
-4,428
-3% -$200K 0.02% 410
2022
Q4 		$6M Sell
129,119
-15,054
-10% -$704K 0.03% 380
2022
Q3 		$5.67M Buy
144,173
+776
+0.5% +$31.9K 0.03% 352
2022
Q2 		$5.47M Buy
143,397
+137,032
+2,153% +$5.82M 0.03% 344
2022
Q1 		$260K Buy
+6,365
New +$235K ﹤0.01% 1580

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares US Energy ETF (IYE) stake by 8.3% in Q2 2026, selling an estimated $131K and leaving 24,019 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Mercer Global Advisors first reported a position in IYE in Q1 2022 and has held it in 18 quarters since. The position peaked at $6M in Q4 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Mercer Global Advisors held 24,019 shares of iShares US Energy ETF worth $1.36M as of Q2 2026.
  • Mercer Global Advisors sold 2,166 iShares US Energy ETF shares in Q2 2026, an estimated $131K.
  • iShares US Energy ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1557 holding.
  • Mercer Global Advisors first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 18 quarters since.
  • Mercer Global Advisors's iShares US Energy ETF position peaked at $6M in Q4 2022.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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