Mercer Global Advisors
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Mercer Global Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Mercer Global Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254M Sell
1,158,867
-2,542
-0.2% -$533K 0.31% 46
2026
Q1 		$223M Sell
1,161,409
-207,969
-15% -$41.7M 0.33% 43
2025
Q4 		$221M Buy
1,369,378
+239,680
+21% +$47.1M 0.34% 43
2025
Q3 		$220M Sell
1,129,698
-126,055
-10% -$23.7M 0.37% 39
2025
Q2 		$230M Sell
1,255,753
-33,831
-3% -$5.84M 0.47% 34
2025
Q1 		$220M Sell
1,289,584
-51,672
-4% -$9.25M 0.51% 31
2024
Q4 		$239M Sell
1,341,256
-472,053
-26% -$85.7M 0.58% 31
2024
Q3 		$280M Sell
1,813,309
-556,597
-23% -$96.5M 0.65% 30
2024
Q2 		$364M Buy
2,369,906
+22,546
+1% +$3.7M 0.99% 22
2024
Q1 		$386M Sell
2,347,360
-83,905
-3% -$13.1M 1.1% 19
2023
Q4 		$358M Sell
2,431,265
-221,572
-8% -$30.7M 1.08% 21
2023
Q3 		$350M Sell
2,652,837
-212,576
-7% -$29M 1.33% 17
2023
Q2 		$386M Sell
2,865,413
-1,075,538
-27% -$137M 1.53% 13
2023
Q1 		$489M Sell
3,940,951
-163,368
-4% -$19.6M 2.22% 6
2022
Q4 		$468M Sell
4,104,319
-274,092
-6% -$31.1M 2.34% 5
2022
Q3 		$455M Buy
4,378,411
+343,265
+9% +$40.1M 2.7% 5
2022
Q2 		$451M Buy
4,035,146
+211,582
+6% +$25.8M 2.76% 4
2022
Q1 		$515M Buy
3,823,564
+136,311
+4% +$18.1M 3.03% 4
2021
Q4 		$537M Buy
3,687,253
+170,091
+5% +$24M 3.31% 2
2021
Q3 		$463M Buy
3,517,162
+288,671
+9% +$39.7M 3.24% 2
2021
Q2 		$429M Buy
3,228,491
+55,577
+2% +$7.12M 3.3% 1
2021
Q1 		$386M Buy
3,172,914
+440,361
+16% +$52M 3.51% 1
2020
Q4 		$318M Buy
2,732,553
+143,407
+6% +$15.8M 3.97% 2
2020
Q3 		$269M Buy
2,589,146
+131,999
+5% +$13.5M 4.04% 2
2020
Q2 		$236M Buy
2,457,147
+808,741
+49% +$74.2M 4.28% 2
2020
Q1 		$134M Buy
1,648,406
+390,635
+31% +$37.3M 2.94% 3
2019
Q4 		$127M Buy
1,257,771
+231,759
+23% +$22.3M 2.54% 4
2019
Q3 		$94.8M Buy
1,026,012
+237,371
+30% +$21.8M 2.23% 5
2019
Q2 		$72.1M Buy
788,641
+231,366
+42% +$20.8M 1.91% 7
2019
Q1 		$49.3M Buy
+557,275
New +$46.9M 1.77% 7

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.22% in Q2 2026, selling an estimated $533K and leaving 1,158,867 shares worth $254M. The position accounts for 0.31% of the portfolio, ranked #46.

Mercer Global Advisors first reported a position in QUAL in Q1 2019 and has held it in 30 quarters since. The position peaked at $537M in Q4 2021. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Mercer Global Advisors held 1,158,867 shares of iShares MSCI USA Quality Factor ETF worth $254M as of Q2 2026.
  • Mercer Global Advisors sold 2,542 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $533K.
  • iShares MSCI USA Quality Factor ETF made up 0.31% of Mercer Global Advisors's portfolio in Q2 2026, its #46 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares MSCI USA Quality Factor ETF position peaked at $537M in Q4 2021.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

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