Mercer Global Advisors
SIZE icon

Mercer Global Advisors’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

Mercer Global Advisors’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$820K Sell
4,598
-1,155
-20% -$198K ﹤0.01% 1906
2026
Q1 		$917K Sell
5,753
-1,022
-15% -$169K ﹤0.01% 1612
2025
Q4 		$1.09M Sell
6,775
-2,058
-23% -$331K ﹤0.01% 1407
2025
Q3 		$1.42M Sell
8,833
-2,852
-24% -$451K ﹤0.01% 1189
2025
Q2 		$1.81M Sell
11,685
-699
-6% -$102K ﹤0.01% 928
2025
Q1 		$1.8M Sell
12,384
-78
-0.6% -$11.7K ﹤0.01% 873
2024
Q4 		$1.85M Sell
12,462
-430
-3% -$65.5K ﹤0.01% 857
2024
Q3 		$1.91M Sell
12,892
-363
-3% -$51.7K ﹤0.01% 785
2024
Q2 		$1.82M Sell
13,255
-528
-4% -$72.6K 0.01% 745
2024
Q1 		$1.96M Sell
13,783
-165
-1% -$22.2K 0.01% 730
2023
Q4 		$1.84M Sell
13,948
-2,000
-13% -$241K 0.01% 766
2023
Q3 		$1.87M Sell
15,948
-9,898
-38% -$1.22M 0.01% 731
2023
Q2 		$3.17M Sell
25,846
-2,938
-10% -$345K 0.01% 577
2023
Q1 		$3.39M Sell
28,784
-1,233
-4% -$146K 0.02% 531
2022
Q4 		$3.41M Sell
30,017
-8,175
-21% -$925K 0.02% 532
2022
Q3 		$3.98M Sell
38,192
-2,262
-6% -$263K 0.02% 443
2022
Q2 		$4.45M Buy
40,454
+4,315
+12% +$518K 0.03% 400
2022
Q1 		$4.71M Buy
36,139
+9,433
+35% +$1.22M 0.03% 401
2021
Q4 		$3.67M Buy
26,706
+5,173
+24% +$696K 0.02% 445
2021
Q3 		$2.75M Buy
21,533
+5,074
+31% +$666K 0.02% 494
2021
Q2 		$2.13M Buy
16,459
+175
+1% +$22.1K 0.02% 544
2021
Q1 		$1.96M Sell
16,284
-359
-2% -$41.8K 0.02% 525
2020
Q4 		$1.85M Sell
16,643
-8,956
-35% -$927K 0.02% 443
2020
Q3 		$2.4M Sell
25,599
-9,668
-27% -$900K 0.04% 339
2020
Q2 		$3.09M Sell
35,267
-30,650
-46% -$2.53M 0.06% 254
2020
Q1 		$4.71M Sell
65,917
-5,448
-8% -$490K 0.1% 171
2019
Q4 		$6.95M Buy
71,365
+68,028
+2,039% +$6.36M 0.14% 130
2019
Q3 		$302K Sell
3,337
-306
-8% -$27.7K 0.01% 882
2019
Q2 		$332K Sell
3,643
-1,040
-22% -$92.9K 0.01% 837
2019
Q1 		$412K Buy
+4,683
New +$397K 0.01% 705

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares MSCI USA Size Factor ETF (SIZE) stake by 20% in Q2 2026, selling an estimated $198K and leaving 4,598 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Mercer Global Advisors first reported a position in SIZE in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.95M in Q4 2019. 73 funds tracked by Wall St. Rank hold SIZE as of Q2 2026.

  • Mercer Global Advisors held 4,598 shares of iShares MSCI USA Size Factor ETF worth $820K as of Q2 2026.
  • Mercer Global Advisors sold 1,155 iShares MSCI USA Size Factor ETF shares in Q2 2026, an estimated $198K.
  • iShares MSCI USA Size Factor ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1906 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI USA Size Factor ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares MSCI USA Size Factor ETF position peaked at $6.95M in Q4 2019.
  • 73 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q2 2026.

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