Mercer Global Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Mercer Global Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Buy	+6,610	New	+$472K	﹤0.01%	2329
2024 Q1	–	Sell	-3,828	Closed	-$245K	–	2097
2023 Q4	$245K	Hold	3,828	–	–	﹤0.01%	1737
2023 Q3	$238K	Sell	3,828 -39	-1%	-$2.58K	﹤0.01%	1670
2023 Q2	$258K	Buy	+3,867	New	+$259K	﹤0.01%	1601

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in iShares US Consumer Staples ETF (IYK) in Q2 2026: 6,610 shares worth $480K. The stake represents ﹤0.01% of the portfolio and ranks #2329 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in IYK as recently as Q4 2023.

Mercer Global Advisors first reported a position in IYK in Q2 2023 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Mercer Global Advisors held 6,610 shares of iShares US Consumer Staples ETF worth $480K as of Q2 2026.
iShares US Consumer Staples ETF was a new Mercer Global Advisors position in Q2 2026.
iShares US Consumer Staples ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2329 holding.
Mercer Global Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 4 quarters since.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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