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Mercer Global Advisors’s
Morningstar
MORN
Stock Holding History
Mercer Global Advisors’s Portfolio
MORN Stock Details
MORN Fund Activity
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
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Los Angeles Capital Management
Los Angeles, California
$25.4B AUM
38.46%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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