Mercer Global Advisors
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Mercer Global Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Mercer Global Advisors’s Portfolio USMC Stock Details USMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8M Sell
185,788
-6,096
-3% -$435K 0.02% 469
2026
Q1 		$12.3M Sell
191,884
-701,726
-79% -$46.9M 0.02% 441
2025
Q4 		$61.2M Sell
893,610
-11,326
-1% -$775K 0.09% 130
2025
Q3 		$61.7M Buy
+904,936
New +$58.5M 0.1% 113

Other funds holding USMC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Mercer Global Advisors reduced its Principal Exchange-Traded Funds Principal US Mega-Cap ETF (USMC) stake by 3.2% in Q2 2026, selling an estimated $435K and leaving 185,788 shares worth $13.8M. The position accounts for 0.02% of the portfolio, ranked #469.

Mercer Global Advisors first reported a position in USMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $61.7M in Q3 2025. 85 funds tracked by Wall St. Rank hold USMC as of Q2 2026.

  • Mercer Global Advisors held 185,788 shares of Principal Exchange-Traded Funds Principal US Mega-Cap ETF worth $13.8M as of Q2 2026.
  • Mercer Global Advisors sold 6,096 Principal Exchange-Traded Funds Principal US Mega-Cap ETF shares in Q2 2026, an estimated $435K.
  • Principal Exchange-Traded Funds Principal US Mega-Cap ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #469 holding.
  • Mercer Global Advisors first reported a position in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's Principal Exchange-Traded Funds Principal US Mega-Cap ETF position peaked at $61.7M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Mega-Cap ETF as of Q2 2026.

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