Mercer Global Advisors

Mercer Global Advisors’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$368K	Buy	4,031 +734	+22%	+$77.4K	﹤0.01%	2241
2025 Q4	$442K	Buy	3,297 +94	+3%	+$13.6K	﹤0.01%	1950
2025 Q3	$505K	Buy	3,203 +32	+1%	+$5.97K	﹤0.01%	1753
2025 Q2	$648K	Sell	3,171 -738	-19%	-$141K	﹤0.01%	1431
2025 Q1	$686K	Buy	3,909 +751	+24%	+$130K	﹤0.01%	1305
2024 Q4	$515K	Buy	3,158 +713	+29%	+$120K	﹤0.01%	1440
2024 Q3	$422K	Sell	2,445 -256	-9%	-$43.2K	﹤0.01%	1430
2024 Q2	$462K	Sell	2,701 -441	-14%	-$73.1K	﹤0.01%	1345
2024 Q1	$497K	Buy	3,142 +952	+43%	+$148K	﹤0.01%	1284
2023 Q4	$325K	Sell	2,190 -22	-1%	-$2.97K	﹤0.01%	1562
2023 Q3	$275K	Buy	2,212 +477	+27%	+$62.9K	﹤0.01%	1586
2023 Q2	$238K	Buy	1,735 +44	+3%	+$5.9K	﹤0.01%	1644
2023 Q1	$232K	Buy	+1,691	New	+$216K	﹤0.01%	1650
2022 Q3	–	Sell	-2,342	Closed	-$257K	–	1914
2022 Q2	$257K	Buy	+2,342	New	+$248K	﹤0.01%	1496
2019 Q3	–	Sell	-3,114	Closed	-$211K	–	1198
2019 Q2	$211K	Buy	+3,114	New	+$206K	0.01%	1036

Other funds holding TRI

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return