Mercer Global Advisors’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.4M	Sell	64,023 -12,385	-16%	-$4.15M	0.03%	313
2025 Q4	$26.2M	Buy	76,408 +1,110	+1%	+$377K	0.04%	275
2025 Q3	$25.1M	Sell	75,298 -13,765	-15%	-$4.38M	0.04%	252
2025 Q2	$27.1M	Sell	89,063 -19,377	-18%	-$5.4M	0.06%	186
2025 Q1	$29.4M	Buy	108,440 +55,827	+106%	+$16M	0.07%	166
2024 Q4	$15.2M	Buy	52,613 +36,784	+232%	+$10.5M	0.04%	270
2024 Q3	$4.33M	Sell	15,829 -2,525	-14%	-$675K	0.01%	537
2024 Q2	$4.85M	Sell	18,354 -809	-4%	-$202K	0.01%	465
2024 Q1	$4.74M	Buy	19,163 +8,637	+82%	+$2.04M	0.01%	475
2023 Q4	$2.35M	Buy	10,526 +427	+4%	+$89.8K	0.01%	690
2023 Q3	$2.03M	Buy	10,099 +722	+8%	+$150K	0.01%	697
2023 Q2	$1.94M	Buy	9,377 +1,374	+17%	+$267K	0.01%	733
2023 Q1	$1.5M	Sell	8,003 -1,831	-19%	-$329K	0.01%	769
2022 Q4	$1.68M	Buy	9,834 +1,238	+14%	+$214K	0.01%	726
2022 Q3	$1.4M	Buy	8,596 +83	+1%	+$15.1K	0.01%	730
2022 Q2	$1.47M	Sell	8,513 -268	-3%	-$50.1K	0.01%	693
2022 Q1	$1.83M	Sell	8,781 -46	-0.5%	-$9.45K	0.01%	674
2021 Q4	$1.93M	Buy	8,827 +73	+0.8%	+$15.5K	0.01%	638
2021 Q3	$1.73M	Buy	8,754 +377	+5%	+$76.6K	0.01%	660
2021 Q2	$1.64M	Buy	8,377 +336	+4%	+$63.8K	0.01%	641
2021 Q1	$1.45M	Sell	8,041 -1,990	-20%	-$351K	0.01%	648
2020 Q4	$1.72M	Buy	10,031 +1,774	+21%	+$290K	0.02%	461
2020 Q3	$1.29M	Buy	8,257 +2,159	+35%	+$332K	0.02%	501
2020 Q2	$868K	Hold	6,098	–	–	0.02%	516
2020 Q1	$723K	Sell	6,098 -766	-11%	-$106K	0.02%	564
2019 Q4	$989K	Sell	6,864 -62	-0.9%	-$8.51K	0.02%	530
2019 Q3	$910K	Hold	6,926	–	–	0.02%	510
2019 Q2	$898K	Buy	6,926 +1,345	+24%	+$172K	0.02%	494
2019 Q1	$699K	Buy	+5,581	New	+$672K	0.03%	520

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mercer Global Advisors's OEF Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares S&P 100 ETF (OEF) stake by 16% in Q1 2026, selling an estimated $4.15M and leaving 64,023 shares worth $20.4M. The position accounts for 0.03% of the portfolio, ranked #313.

Mercer Global Advisors first reported a position in OEF in Q1 2019 and has held it in 29 quarters since. The position peaked at $29.4M in Q1 2025. 1,000 funds tracked by Wall St. Rank hold OEF as of Q1 2026.

Mercer Global Advisors held 64,023 shares of iShares S&P 100 ETF worth $20.4M as of Q1 2026.
Mercer Global Advisors sold 12,385 iShares S&P 100 ETF shares in Q1 2026, an estimated $4.15M.
iShares S&P 100 ETF made up 0.03% of Mercer Global Advisors's portfolio in Q1 2026, its #313 holding.
Mercer Global Advisors first reported a position in iShares S&P 100 ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's iShares S&P 100 ETF position peaked at $29.4M in Q1 2025.
1,000 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.