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
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 $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return

Mercer Global Advisors's KAT Position: Q1 2026 in Review

Mercer Global Advisors reduced its Scharf ETF (KAT) stake by 0.53% in Q1 2026, selling an estimated $5.47K and leaving 18,462 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Mercer Global Advisors first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Mercer Global Advisors held 18,462 shares of Scharf ETF worth $989K as of Q1 2026.
  • Mercer Global Advisors sold 98 Scharf ETF shares in Q1 2026, an estimated $5.47K.
  • Scharf ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1570 holding.
  • Mercer Global Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Mercer Global Advisors's Scharf ETF position peaked at $1.11M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.