Mercer Global Advisors
OCIO icon

Mercer Global Advisors’s ClearShares OCIO ETF OCIO Stock Holding History

Mercer Global Advisors’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,627
Closed -$585K – 2344
2025
Q1 		$585K Sell
17,627
-22,270
-56% -$764K ﹤0.01% 1378
2024
Q4 		$1.35M Sell
39,897
-475
-1% -$16.3K ﹤0.01% 960
2024
Q3 		$1.37M Buy
40,372
+4,270
+12% +$142K ﹤0.01% 892
2024
Q2 		$1.19M Buy
36,102
+17,286
+92% +$552K ﹤0.01% 892
2024
Q1 		$602K Buy
18,816
+404
+2% +$12.6K ﹤0.01% 1175
2023
Q4 		$565K Sell
18,412
-3,032
-14% -$89.4K ﹤0.01% 1250
2023
Q3 		$617K Sell
21,444
-530
-2% -$15.8K ﹤0.01% 1150
2023
Q2 		$655K Buy
21,974
+258
+1% +$7.5K ﹤0.01% 1111
2023
Q1 		$625K Sell
21,716
-503
-2% -$14.4K ﹤0.01% 1092
2022
Q4 		$623K Sell
22,219
-556
-2% -$15.8K ﹤0.01% 1107
2022
Q3 		$620K Sell
22,775
-103
-0.5% -$2.97K ﹤0.01% 1039
2022
Q2 		$648K Buy
22,878
+1,417
+7% +$42K ﹤0.01% 1026
2022
Q1 		$673K Buy
+21,461
New +$674K ﹤0.01% 1083

Other funds holding OCIO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
CT
Colonial Trust Spartanburg, South Carolina $790M AUM 27.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors's OCIO Position: Q2 2025 in Review

Mercer Global Advisors sold out of ClearShares OCIO ETF (OCIO) in Q2 2025, closing a stake of 17,627 shares — an estimated $585K sold.

Mercer Global Advisors first reported a position in OCIO in Q1 2022 and held it in 13 quarters. The position peaked at $1.37M in Q3 2024. 11 funds tracked by Wall St. Rank hold OCIO as of Q2 2025.

  • Mercer Global Advisors reported no remaining ClearShares OCIO ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 17,627 ClearShares OCIO ETF shares in Q2 2025, an estimated $585K.
  • Mercer Global Advisors first reported a position in ClearShares OCIO ETF in Q1 2022 and held it in 13 quarters.
  • Mercer Global Advisors's ClearShares OCIO ETF position peaked at $1.37M in Q3 2024.
  • 11 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.