Mercer Global Advisors
IYF icon

Mercer Global Advisors’s iShares US Financials ETF IYF Stock Holding History

Mercer Global Advisors’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Sell
9,789
-2,669
-21% -$331K ﹤0.01% 1487
2025
Q4 		$1.61M Buy
12,458
+1,273
+11% +$159K ﹤0.01% 1220
2025
Q3 		$1.42M Buy
11,185
+955
+9% +$118K ﹤0.01% 1194
2025
Q2 		$1.24M Buy
10,230
+1,005
+11% +$113K ﹤0.01% 1108
2025
Q1 		$1.04M Sell
9,225
-2,039
-18% -$234K ﹤0.01% 1125
2024
Q4 		$1.25M Sell
11,264
-4,520
-29% -$503K ﹤0.01% 1008
2024
Q3 		$1.63M Buy
15,784
+917
+6% +$92K ﹤0.01% 833
2024
Q2 		$1.41M Sell
14,867
-2,271
-13% -$213K ﹤0.01% 827
2024
Q1 		$1.64M Buy
17,138
+1,246
+8% +$111K ﹤0.01% 779
2023
Q4 		$1.36M Buy
15,892
+1,539
+11% +$120K ﹤0.01% 858
2023
Q3 		$1.07M Buy
14,353
+180
+1% +$13.9K ﹤0.01% 917
2023
Q2 		$1.06M Sell
14,173
-8,244
-37% -$594K ﹤0.01% 932
2023
Q1 		$1.59M Buy
22,417
+759
+4% +$58.4K 0.01% 747
2022
Q4 		$1.64M Buy
21,658
+15,314
+241% +$1.15M 0.01% 738
2022
Q3 		$429K Sell
6,344
-2,188
-26% -$161K ﹤0.01% 1204
2022
Q2 		$597K Buy
8,532
+820
+11% +$62.5K ﹤0.01% 1061
2022
Q1 		$652K Buy
7,712
+2,136
+38% +$184K ﹤0.01% 1099
2021
Q4 		$483K Buy
5,576
+376
+7% +$32.7K ﹤0.01% 1226
2021
Q3 		$429K Buy
5,200
+1,382
+36% +$115K ﹤0.01% 1249
2021
Q2 		$309K Buy
3,818
+1,108
+41% +$89.1K ﹤0.01% 1377
2021
Q1 		$203K Buy
+2,710
New +$193K ﹤0.01% 1476

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares US Financials ETF (IYF) stake by 21% in Q1 2026, selling an estimated $331K and leaving 9,789 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Mercer Global Advisors first reported a position in IYF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.64M in Q1 2024. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Mercer Global Advisors held 9,789 shares of iShares US Financials ETF worth $1.15M as of Q1 2026.
  • Mercer Global Advisors sold 2,669 iShares US Financials ETF shares in Q1 2026, an estimated $331K.
  • iShares US Financials ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1487 holding.
  • Mercer Global Advisors first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 21 quarters since.
  • Mercer Global Advisors's iShares US Financials ETF position peaked at $1.64M in Q1 2024.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

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