Mercer Global Advisors
UFOX

Mercer Global Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Mercer Global Advisors’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,002
Closed -$213K – 2313
2024
Q3 		$213K Buy
5,002
+5
+0.1% +$208 ﹤0.01% 1777
2024
Q2 		$209K Buy
+4,997
New +$195K ﹤0.01% 1780
2024
Q1 		– Sell
-11,274
Closed -$404K – 2164
2023
Q4 		$404K Buy
11,274
+6
+0.1% +$194 ﹤0.01% 1446
2023
Q3 		$352K Buy
11,268
+416
+4% +$13.6K ﹤0.01% 1429
2023
Q2 		$365K Sell
10,852
-240
-2% -$7.61K ﹤0.01% 1393
2023
Q1 		$364K Sell
11,092
-392
-3% -$12.6K ﹤0.01% 1393
2022
Q4 		$343K Sell
11,484
-704
-6% -$21.3K ﹤0.01% 1430
2022
Q3 		$348K Buy
12,188
+2,901
+31% +$95.5K ﹤0.01% 1328
2022
Q2 		$293K Sell
9,287
-1,536
-14% -$52.6K ﹤0.01% 1435
2022
Q1 		$406K Buy
10,823
+2,527
+30% +$96K ﹤0.01% 1347
2021
Q4 		$346K Buy
8,296
+151
+2% +$5.96K ﹤0.01% 1392
2021
Q3 		$296K Buy
8,145
+495
+6% +$18.7K ﹤0.01% 1437
2021
Q2 		$291K Sell
7,650
-2,000
-21% -$73.1K ﹤0.01% 1400
2021
Q1 		$340K Buy
+9,650
New +$339K ﹤0.01% 1252

Other funds holding UFOX

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors's UFOX Position: Q4 2024 in Review

Mercer Global Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2024, closing a stake of 5,002 shares — an estimated $213K sold.

Mercer Global Advisors first reported a position in UFOX in Q1 2021 and held it in 14 quarters. The position peaked at $406K in Q1 2022. 157 funds tracked by Wall St. Rank hold UFOX as of Q4 2024.

  • Mercer Global Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 5,002 Defiance Space and Connective Tech ETF shares in Q4 2024, an estimated $213K.
  • Mercer Global Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 14 quarters.
  • Mercer Global Advisors's Defiance Space and Connective Tech ETF position peaked at $406K in Q1 2022.
  • 157 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.