Mercer Global Advisors
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Mercer Global Advisors’s USCF Midstream Energy Income Fund UMI Stock Holding History

Mercer Global Advisors’s Portfolio UMI Stock Details UMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
5,856
-12,361
-68% -$725K ﹤0.01% 2656
2026
Q1 		$1.07M Sell
18,217
-19,846
-52% -$1.09M ﹤0.01% 1529
2025
Q4 		$1.87M Buy
38,063
+4,065
+12% +$202K ﹤0.01% 1141
2025
Q3 		$1.75M Sell
33,998
-7,288
-18% -$367K ﹤0.01% 1093
2025
Q2 		$2.11M Sell
41,286
-14,658
-26% -$727K ﹤0.01% 866
2025
Q1 		$2.91M Buy
55,944
+34,983
+167% +$1.81M 0.01% 712
2024
Q4 		$1.04M Buy
+20,961
New +$1.03M ﹤0.01% 1100
2024
Q3 		– Sell
-5,261
Closed -$221K – 2050
2024
Q2 		$221K Buy
+5,261
New +$214K ﹤0.01% 1736

Other funds holding UMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

Mercer Global Advisors reduced its USCF Midstream Energy Income Fund (UMI) stake by 68% in Q2 2026, selling an estimated $725K and leaving 5,856 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

Mercer Global Advisors first reported a position in UMI in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.91M in Q1 2025. 51 funds tracked by Wall St. Rank hold UMI as of Q2 2026.

  • Mercer Global Advisors held 5,856 shares of USCF Midstream Energy Income Fund worth $345K as of Q2 2026.
  • Mercer Global Advisors sold 12,361 USCF Midstream Energy Income Fund shares in Q2 2026, an estimated $725K.
  • USCF Midstream Energy Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2656 holding.
  • Mercer Global Advisors first reported a position in USCF Midstream Energy Income Fund in Q2 2024 and has held it in 8 quarters since.
  • Mercer Global Advisors's USCF Midstream Energy Income Fund position peaked at $2.91M in Q1 2025.
  • 51 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q2 2026.

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