Mercer Global Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Mercer Global Advisors’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.26K	Buy	+242	New	+$2.26K	﹤0.01%	5564

Other funds holding NCA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in Nuveen California Municipal Value Fund (NCA) in Q2 2026: 242 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #5564 among its holdings.

45 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

Mercer Global Advisors held 242 shares of Nuveen California Municipal Value Fund worth $2.26K as of Q2 2026.
Nuveen California Municipal Value Fund was a new Mercer Global Advisors position in Q2 2026.
Nuveen California Municipal Value Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5564 holding.
45 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

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