Mercer Global Advisors
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Mercer Global Advisors’s Nuveen AMT-Free Quality Municipal Income Fund NEA Stock Holding History

Mercer Global Advisors’s Portfolio NEA Stock Details NEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$995K Sell
84,786
-1,499
-2% -$17.2K ﹤0.01% 1748
2026
Q1 		$969K Buy
86,285
+10,951
+15% +$127K ﹤0.01% 1579
2025
Q4 		$876K Buy
75,334
+217
+0.3% +$2.5K ﹤0.01% 1526
2025
Q3 		$856K Sell
75,117
-969
-1% -$10.7K ﹤0.01% 1469
2025
Q2 		$831K Buy
76,086
+4,089
+6% +$44.3K ﹤0.01% 1311
2025
Q1 		$806K Buy
71,997
+528
+0.7% +$6.01K ﹤0.01% 1237
2024
Q4 		$806K Sell
71,469
-6,974
-9% -$81.1K ﹤0.01% 1206
2024
Q3 		$944K Buy
78,443
+6,339
+9% +$73.7K ﹤0.01% 1038
2024
Q2 		$826K Sell
72,104
-2,133
-3% -$23.3K ﹤0.01% 1059
2024
Q1 		$822K Sell
74,237
-2,987
-4% -$32.8K ﹤0.01% 1049
2023
Q4 		$849K Sell
77,224
-1,128
-1% -$11.5K ﹤0.01% 1053
2023
Q3 		$758K Sell
78,352
-5,624
-7% -$59.1K ﹤0.01% 1059
2023
Q2 		$918K Sell
83,976
-6,843
-8% -$74.8K ﹤0.01% 969
2023
Q1 		$1.01M Buy
90,819
+479
+0.5% +$5.35K ﹤0.01% 910
2022
Q4 		$1.03M Sell
90,340
-67,027
-43% -$731K 0.01% 905
2022
Q3 		$1.67M Buy
157,367
+9,782
+7% +$118K 0.01% 674
2022
Q2 		$1.73M Buy
147,585
+26,381
+22% +$321K 0.01% 654
2022
Q1 		$1.59M Buy
121,204
+34,525
+40% +$481K 0.01% 716
2021
Q4 		$1.35M Buy
86,679
+68,908
+388% +$1.05M 0.01% 763
2021
Q3 		$270K Sell
17,771
-34,462
-66% -$545K ﹤0.01% 1475
2021
Q2 		$820K Sell
52,233
-705
-1% -$10.7K 0.01% 926
2021
Q1 		$785K Buy
52,938
+314
+0.6% +$4.65K 0.01% 886
2020
Q4 		$795K Sell
52,624
-73
-0.1% -$1.06K 0.01% 691
2020
Q3 		$756K Buy
52,697
+38,201
+264% +$548K 0.01% 636
2020
Q2 		$201K Buy
14,496
+582
+4% +$7.87K ﹤0.01% 1007
2020
Q1 		$188K Sell
13,914
-1,015
-7% -$14.4K ﹤0.01% 953
2019
Q4 		$215K Buy
14,929
+841
+6% +$11.9K ﹤0.01% 1056
2019
Q3 		$201K Sell
14,088
-901
-6% -$12.8K ﹤0.01% 1033
2019
Q2 		$207K Sell
14,989
-24
-0.2% -$322 0.01% 1041
2019
Q1 		$201K Buy
+15,013
New +$195K 0.01% 985

Other funds holding NEA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mercer Global Advisors reduced its Nuveen AMT-Free Quality Municipal Income Fund (NEA) stake by 1.7% in Q2 2026, selling an estimated $17.2K and leaving 84,786 shares worth $995K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Mercer Global Advisors first reported a position in NEA in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.73M in Q2 2022. 296 funds tracked by Wall St. Rank hold NEA as of Q2 2026.

  • Mercer Global Advisors held 84,786 shares of Nuveen AMT-Free Quality Municipal Income Fund worth $995K as of Q2 2026.
  • Mercer Global Advisors sold 1,499 Nuveen AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $17.2K.
  • Nuveen AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1748 holding.
  • Mercer Global Advisors first reported a position in Nuveen AMT-Free Quality Municipal Income Fund in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Nuveen AMT-Free Quality Municipal Income Fund position peaked at $1.73M in Q2 2022.
  • 296 funds tracked by Wall St. Rank held Nuveen AMT-Free Quality Municipal Income Fund as of Q2 2026.

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