Mercer Global Advisors
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Mercer Global Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Mercer Global Advisors’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-26,489
Closed -$309K – 3727
2026
Q1 		$309K Buy
+26,489
New +$314K ﹤0.01% 2396
2025
Q4 		– Sell
-55,700
Closed -$641K – 2933
2025
Q3 		$641K Buy
+55,700
New +$625K ﹤0.01% 1607
2022
Q4 		– Sell
-19,346
Closed -$212K – 1969
2022
Q3 		$212K Buy
19,346
+904
+5% +$11K ﹤0.01% 1602
2022
Q2 		$227K Sell
18,442
-10,653
-37% -$130K ﹤0.01% 1569
2022
Q1 		$382K Buy
29,095
+1,812
+7% +$25.4K ﹤0.01% 1381
2021
Q4 		$427K Buy
27,283
+9,845
+56% +$152K ﹤0.01% 1287
2021
Q3 		$274K Buy
17,438
+1,406
+9% +$22.4K ﹤0.01% 1470
2021
Q2 		$254K Hold
16,032
– – ﹤0.01% 1455
2021
Q1 		$238K Sell
16,032
-60
-0.4% -$893 ﹤0.01% 1410
2020
Q4 		$244K Hold
16,092
– – ﹤0.01% 1155
2020
Q3 		$234K Buy
16,092
+1,932
+14% +$28.3K ﹤0.01% 1056
2020
Q2 		$202K Sell
14,160
-11
-0.1% -$153 ﹤0.01% 1006
2020
Q1 		$194K Sell
14,171
-3,617
-20% -$53.2K ﹤0.01% 946
2019
Q4 		$265K Sell
17,788
-1,091
-6% -$16.2K 0.01% 964
2019
Q3 		$282K Sell
18,879
-2,454
-12% -$36.5K 0.01% 909
2019
Q2 		$309K Buy
21,333
+3,354
+19% +$47.2K 0.01% 863
2019
Q1 		$248K Buy
+17,979
New +$239K 0.01% 902

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Mercer Global Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 26,489 shares — an estimated $309K sold.

Mercer Global Advisors first reported a position in NAC in Q1 2019 and held it in 17 quarters. The position peaked at $641K in Q3 2025. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Mercer Global Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 26,489 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $309K.
  • Mercer Global Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2019 and held it in 17 quarters.
  • Mercer Global Advisors's Nuveen California Quality Municipal Income Fund position peaked at $641K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

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