Mercer Global Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Mercer Global Advisors’s Portfolio SMAX Stock Details SMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63K	Buy	+59	New	+$1.63K	﹤0.01%	5637

Other funds holding SMAX

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 59 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #5637 among its holdings.

32 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Mercer Global Advisors held 59 shares of iShares Large Cap Max Buffer Sep ETF worth $1.63K as of Q2 2026.
iShares Large Cap Max Buffer Sep ETF was a new Mercer Global Advisors position in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5637 holding.
32 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

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