Mercer Global Advisors
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Mercer Global Advisors’s TBG Dividend Focus ETF TBG Stock Holding History

Mercer Global Advisors’s Portfolio TBG Stock Details TBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,204
Closed -$301K – 2373
2025
Q1 		$301K Buy
+9,204
New +$304K ﹤0.01% 1759

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Cambridge Investment Research Advisors
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SCA
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mercer Global Advisors's TBG Position: Q2 2025 in Review

Mercer Global Advisors sold out of TBG Dividend Focus ETF (TBG) in Q2 2025, closing a stake of 9,204 shares — an estimated $301K sold.

Mercer Global Advisors first reported a position in TBG in Q1 2025 and held it in 1 quarter. The position peaked at $301K in Q1 2025. 23 funds tracked by Wall St. Rank hold TBG as of Q2 2025.

  • Mercer Global Advisors reported no remaining TBG Dividend Focus ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 9,204 TBG Dividend Focus ETF shares in Q2 2025, an estimated $301K.
  • Mercer Global Advisors first reported a position in TBG Dividend Focus ETF in Q1 2025 and held it in 1 quarter.
  • Mercer Global Advisors's TBG Dividend Focus ETF position peaked at $301K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held TBG Dividend Focus ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.