Mercer Global Advisors
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Mercer Global Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Mercer Global Advisors’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,369
Closed -$221K – 1800
2021
Q2 		$221K Buy
+2,369
New +$205K ﹤0.01% 1522

Other funds holding PBW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Mercer Global Advisors's PBW Position: Q3 2021 in Review

Mercer Global Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 2,369 shares — an estimated $221K sold.

Mercer Global Advisors first reported a position in PBW in Q2 2021 and held it in 1 quarter. The position peaked at $221K in Q2 2021. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

  • Mercer Global Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Mercer Global Advisors sold 2,369 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $221K.
  • Mercer Global Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and held it in 1 quarter.
  • Mercer Global Advisors's Invesco WilderHill Clean Energy ETF position peaked at $221K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Mercer Global Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.