Mercer Global Advisors
QUS icon

Mercer Global Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Mercer Global Advisors’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41M Buy
8,235
+880
+12% +$155K ﹤0.01% 1379
2025
Q4 		$1.28M Sell
7,355
-422
-5% -$72.8K ﹤0.01% 1325
2025
Q3 		$1.33M Sell
7,777
-1,008
-11% -$167K ﹤0.01% 1235
2025
Q2 		$1.43M Buy
8,785
+148
+2% +$23K ﹤0.01% 1030
2025
Q1 		$1.35M Sell
8,637
-574
-6% -$91.1K ﹤0.01% 982
2024
Q4 		$1.43M Sell
9,211
-16,648
-64% -$2.65M ﹤0.01% 936
2024
Q3 		$4.06M Sell
25,859
-5,132
-17% -$780K 0.01% 556
2024
Q2 		$4.57M Sell
30,991
-8,686
-22% -$1.25M 0.01% 474
2024
Q1 		$5.78M Sell
39,677
-5,809
-13% -$804K 0.02% 423
2023
Q4 		$6.01M Sell
45,486
-21,045
-32% -$2.63M 0.02% 420
2023
Q3 		$8.03M Buy
66,531
+34,201
+106% +$4.24M 0.03% 322
2023
Q2 		$3.98M Buy
+32,330
New +$3.82M 0.02% 511

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.25B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return