Mercer Global Advisors
IYG icon

Mercer Global Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Mercer Global Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$923K Buy
10,198
+1,930
+23% +$169K ﹤0.01% 1800
2026
Q1 		$685K Buy
8,268
+28
+0.3% +$2.46K ﹤0.01% 1772
2025
Q4 		$760K Sell
8,240
-153
-2% -$13.7K ﹤0.01% 1605
2025
Q3 		$752K Sell
8,393
-23
-0.3% -$2.02K ﹤0.01% 1520
2025
Q2 		$720K Sell
8,416
-49
-0.6% -$3.89K ﹤0.01% 1373
2025
Q1 		$665K Buy
8,465
+382
+5% +$30.8K ﹤0.01% 1320
2024
Q4 		$629K Sell
8,083
-604
-7% -$46.6K ﹤0.01% 1324
2024
Q3 		$612K Buy
8,687
+1,133
+15% +$77.9K ﹤0.01% 1236
2024
Q2 		$493K Sell
7,554
-913
-11% -$59.3K ﹤0.01% 1311
2024
Q1 		$561K Buy
8,467
+1,054
+14% +$65.5K ﹤0.01% 1214
2023
Q4 		$443K Buy
7,413
+150
+2% +$8.08K ﹤0.01% 1391
2023
Q3 		$374K Sell
7,263
-4,584
-39% -$248K ﹤0.01% 1403
2023
Q2 		$624K Sell
11,847
-450
-4% -$22.8K ﹤0.01% 1136
2023
Q1 		$619K Sell
12,297
-372
-3% -$20.3K ﹤0.01% 1097
2022
Q4 		$665K Buy
12,669
+291
+2% +$15.2K ﹤0.01% 1074
2022
Q3 		$583K Sell
12,378
-12
-0.1% -$630 ﹤0.01% 1061
2022
Q2 		$612K Sell
12,390
-429
-3% -$23.3K ﹤0.01% 1050
2022
Q1 		$771K Sell
12,819
-267
-2% -$16.8K ﹤0.01% 1008
2021
Q4 		$842K Buy
13,086
+114
+0.9% +$7.43K 0.01% 963
2021
Q3 		$814K Buy
+12,972
New +$814K 0.01% 960

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares US Financial Services ETF (IYG) stake by 23% in Q2 2026, buying an estimated $169K and bringing the position to 10,198 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Mercer Global Advisors first reported a position in IYG in Q3 2021 and has held it in 20 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Mercer Global Advisors held 10,198 shares of iShares US Financial Services ETF worth $923K as of Q2 2026.
  • Mercer Global Advisors bought 1,930 iShares US Financial Services ETF shares in Q2 2026, an estimated $169K.
  • iShares US Financial Services ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1800 holding.
  • Mercer Global Advisors first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 20 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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