Mercer Global Advisors
KAT

Mercer Global Advisors’s Scharf ETF KAT Stock Holding History

Mercer Global Advisors’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$970K Sell
17,951
-511
-3% -$28.1K ﹤0.01% 1767
2026
Q1 		$989K Sell
18,462
-98
-0.5% -$5.47K ﹤0.01% 1570
2025
Q4 		$1.02M Sell
18,560
-1,106
-6% -$60.6K ﹤0.01% 1443
2025
Q3 		$1.11M Buy
+19,666
New +$1.09M ﹤0.01% 1323

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $304M AUM 28.64% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Mercer Global Advisors reduced its Scharf ETF (KAT) stake by 2.8% in Q2 2026, selling an estimated $28.1K and leaving 17,951 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Mercer Global Advisors first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Mercer Global Advisors held 17,951 shares of Scharf ETF worth $970K as of Q2 2026.
  • Mercer Global Advisors sold 511 Scharf ETF shares in Q2 2026, an estimated $28.1K.
  • Scharf ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1767 holding.
  • Mercer Global Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Scharf ETF position peaked at $1.11M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

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