Mercer Global Advisors
IYT icon

Mercer Global Advisors’s iShares US Transportation ETF IYT Stock Holding History

Mercer Global Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$429K Sell
5,756
-1,736
-23% -$135K ﹤0.01% 2102
2025
Q4 		$558K Buy
7,492
+2
+0% +$145 ﹤0.01% 1792
2025
Q3 		$537K Buy
+7,490
New +$528K ﹤0.01% 1725
2025
Q1 		– Sell
-2,984
Closed -$202K – 2213
2024
Q4 		$202K Buy
+2,984
New +$211K ﹤0.01% 1971
2024
Q3 		– Sell
-4,518
Closed -$296K – 2004
2024
Q2 		$296K Sell
4,518
-595
-12% -$39.1K ﹤0.01% 1585
2024
Q1 		$360K Sell
5,113
-1,411
-22% -$95.5K ﹤0.01% 1462
2023
Q4 		$428K Buy
6,524
+3,008
+86% +$180K ﹤0.01% 1413
2023
Q3 		$206K Sell
3,516
-244
-6% -$15.3K ﹤0.01% 1755
2023
Q2 		$235K Buy
+3,760
New +$216K ﹤0.01% 1649

Other funds holding IYT

MMH
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return