Mercer Global Advisors
POWR

Mercer Global Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Mercer Global Advisors’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,363
Closed -$328K – 1983
2024
Q1 		$328K Buy
12,363
+3,509
+40% +$86K ﹤0.01% 1516
2023
Q4 		$213K Buy
8,854
+213
+2% +$5.26K ﹤0.01% 1801
2023
Q3 		$223K Hold
8,641
– – ﹤0.01% 1711
2023
Q2 		$200K Buy
+8,641
New +$202K ﹤0.01% 1744

Other funds holding POWR

BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mercer Global Advisors's POWR Position: Q2 2024 in Review

Mercer Global Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q2 2024, closing a stake of 12,363 shares — an estimated $328K sold.

Mercer Global Advisors first reported a position in POWR in Q2 2023 and held it in 4 quarters. The position peaked at $328K in Q1 2024. 42 funds tracked by Wall St. Rank hold POWR as of Q2 2024.

  • Mercer Global Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q2 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 12,363 iShares U.S. Power Infrastructure ETF shares in Q2 2024, an estimated $328K.
  • Mercer Global Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2023 and held it in 4 quarters.
  • Mercer Global Advisors's iShares U.S. Power Infrastructure ETF position peaked at $328K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2024.

Based on Mercer Global Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.