Mercer Global Advisors
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Mercer Global Advisors’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

Mercer Global Advisors’s Portfolio TAXF Stock Details TAXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.69M Sell
53,752
-9,780
-15% -$496K ﹤0.01% 1047
2025
Q4 		$3.2M Buy
63,532
+1,164
+2% +$58.7K ﹤0.01% 904
2025
Q3 		$3.13M Sell
62,368
-11,972
-16% -$589K 0.01% 847
2025
Q2 		$3.64M Sell
74,340
-112,385
-60% -$5.47M 0.01% 675
2025
Q1 		$9.24M Buy
186,725
+79,604
+74% +$3.99M 0.02% 381
2024
Q4 		$5.37M Buy
+107,121
New +$5.43M 0.01% 520
2024
Q1 		– Sell
-26,408
Closed -$1.35M – 2133
2023
Q4 		$1.35M Sell
26,408
-3,751
-12% -$183K ﹤0.01% 862
2023
Q3 		$1.45M Sell
30,159
-7,563
-20% -$374K 0.01% 802
2023
Q2 		$1.89M Buy
37,722
+884
+2% +$44.2K 0.01% 741
2023
Q1 		$1.85M Sell
36,838
-20,962
-36% -$1.05M 0.01% 703
2022
Q4 		$2.83M Buy
57,800
+9,354
+19% +$454K 0.01% 590
2022
Q3 		$2.31M Buy
48,446
+12,434
+35% +$621K 0.01% 595
2022
Q2 		$1.79M Buy
36,012
+1,322
+4% +$66.2K 0.01% 640
2022
Q1 		$1.79M Buy
34,690
+7,582
+28% +$405K 0.01% 679
2021
Q4 		$1.5M Buy
27,108
+726
+3% +$40K 0.01% 720
2021
Q3 		$1.45M Buy
26,382
+2,855
+12% +$159K 0.01% 733
2021
Q2 		$1.31M Buy
23,527
+5,712
+32% +$316K 0.01% 730
2021
Q1 		$973K Buy
17,815
+2,538
+17% +$139K 0.01% 792
2020
Q4 		$835K Buy
+15,277
New +$823K 0.01% 670

Other funds holding TAXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Mercer Global Advisors reduced its American Century Diversified Municipal Bond ETF (TAXF) stake by 15% in Q1 2026, selling an estimated $496K and leaving 53,752 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Mercer Global Advisors first reported a position in TAXF in Q4 2020 and has held it in 19 quarters since. The position peaked at $9.24M in Q1 2025. 105 funds tracked by Wall St. Rank hold TAXF as of Q1 2026.

  • Mercer Global Advisors held 53,752 shares of American Century Diversified Municipal Bond ETF worth $2.69M as of Q1 2026.
  • Mercer Global Advisors sold 9,780 American Century Diversified Municipal Bond ETF shares in Q1 2026, an estimated $496K.
  • American Century Diversified Municipal Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1047 holding.
  • Mercer Global Advisors first reported a position in American Century Diversified Municipal Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Mercer Global Advisors's American Century Diversified Municipal Bond ETF position peaked at $9.24M in Q1 2025.
  • 105 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q1 2026.

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