Mercer Global Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.26M Sell
7,446
-2,615
-26% -$486K ﹤0.01% 1452
2025
Q4
$2.19M Buy
10,061
+6,084
+153% +$1.32M ﹤0.01% 1063
2025
Q3
$923K Buy
3,977
+1,739
+78% +$464K ﹤0.01% 1421
2025
Q2
$702K Buy
2,238
+1,540
+221% +$456K ﹤0.01% 1387
2025
Q1
$208K Buy
+698
New +$220K ﹤0.01% 1953
2024
Q4
Sell
-1,273
Closed -$403K 2221
2024
Q3
$403K Buy
1,273
+317
+33% +$98.5K ﹤0.01% 1463
2024
Q2
$283K Sell
956
-44
-4% -$13K ﹤0.01% 1605
2024
Q1
$310K Sell
1,000
-66
-6% -$19K ﹤0.01% 1544
2023
Q4
$305K Buy
1,066
+89
+9% +$23.2K ﹤0.01% 1595
2023
Q3
$229K Buy
+977
New +$221K ﹤0.01% 1699
2022
Q3
Sell
-832
Closed -$201K 1885
2022
Q2
$201K Buy
+832
New +$210K ﹤0.01% 1633

Other funds holding MORN