Mercer Global Advisors
WK icon

Mercer Global Advisors’s Workiva WK Stock Holding History

Mercer Global Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$632K Sell
10,596
-4,988
-32% -$348K ﹤0.01% 1826
2025
Q4 		$1.34M Buy
15,584
+7,228
+87% +$640K ﹤0.01% 1308
2025
Q3 		$719K Buy
8,356
+2,967
+55% +$223K ﹤0.01% 1536
2025
Q2 		$369K Sell
5,389
-512
-9% -$35.2K ﹤0.01% 1736
2025
Q1 		$448K Buy
5,901
+279
+5% +$26.4K ﹤0.01% 1532
2024
Q4 		$616K Buy
5,622
+10
+0.2% +$922 ﹤0.01% 1335
2024
Q3 		$442K Buy
+5,612
New +$421K ﹤0.01% 1393
2024
Q2 		– Sell
-1,966
Closed -$525K – 2052
2024
Q1 		$525K Sell
1,966
-79
-4% -$7.12K ﹤0.01% 1252
2023
Q4 		$208K Sell
2,045
-80
-4% -$7.71K ﹤0.01% 1824
2023
Q3 		$215K Sell
2,125
-94
-4% -$9.77K ﹤0.01% 1730
2023
Q2 		$226K Sell
2,219
-193
-8% -$18.6K ﹤0.01% 1672
2023
Q1 		$247K Sell
2,412
-557
-19% -$50.5K ﹤0.01% 1621
2022
Q4 		$249K Buy
2,969
+28
+1% +$2.17K ﹤0.01% 1597
2022
Q3 		$229K Buy
+2,941
New +$201K ﹤0.01% 1565
2022
Q2 		– Sell
-2,540
Closed -$300K – 1937
2022
Q1 		$300K Buy
2,540
+232
+10% +$25.6K ﹤0.01% 1509
2021
Q4 		$301K Buy
2,308
+288
+14% +$40.6K ﹤0.01% 1464
2021
Q3 		$285K Sell
2,020
-24
-1% -$3.25K ﹤0.01% 1450
2021
Q2 		$228K Buy
+2,044
New +$198K ﹤0.01% 1510

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JCAM
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VCM
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Hotchkis & Wiley Capital Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return