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
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 $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q1 2026, selling an estimated $41.7M and leaving 1,161,409 shares worth $223M. The position accounts for 0.33% of the portfolio, ranked #43.

Mercer Global Advisors first reported a position in QUAL in Q1 2019 and has held it in 29 quarters since. The position peaked at $537M in Q4 2021. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Mercer Global Advisors held 1,161,409 shares of iShares MSCI USA Quality Factor ETF worth $223M as of Q1 2026.
  • Mercer Global Advisors sold 207,969 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $41.7M.
  • iShares MSCI USA Quality Factor ETF made up 0.33% of Mercer Global Advisors's portfolio in Q1 2026, its #43 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares MSCI USA Quality Factor ETF position peaked at $537M in Q4 2021.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

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