Mercer Global Advisors’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,011	Closed	-$280K	–	2007
2024 Q1	$280K	Sell	4,011 -414	-9%	-$27.5K	﹤0.01%	1603
2023 Q4	$291K	Sell	4,425 -82	-2%	-$4.87K	﹤0.01%	1622
2023 Q3	$263K	Sell	4,507 -2,244	-33%	-$138K	﹤0.01%	1613
2023 Q2	$420K	Sell	6,751 -1,970	-23%	-$113K	﹤0.01%	1317
2023 Q1	$490K	Sell	8,721 -2,193	-20%	-$123K	﹤0.01%	1216
2022 Q4	$569K	Buy	+10,914	New	+$573K	﹤0.01%	1140

Other funds holding JSMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors's JSMD Position: Q2 2024 in Review

Mercer Global Advisors sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q2 2024, closing a stake of 4,011 shares — an estimated $280K sold.

Mercer Global Advisors first reported a position in JSMD in Q4 2022 and held it in 6 quarters. The position peaked at $569K in Q4 2022. 65 funds tracked by Wall St. Rank hold JSMD as of Q2 2024.

Mercer Global Advisors reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q2 2024 after selling out during the quarter.
Mercer Global Advisors sold 4,011 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q2 2024, an estimated $280K.
Mercer Global Advisors first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q4 2022 and held it in 6 quarters.
Mercer Global Advisors's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $569K in Q4 2022.
65 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q2 2024.

Based on Mercer Global Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.