Mercer Global Advisors’s iShares ESG Screened S&P Small-Cap ETF XJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$155K	Buy	+2,945	New	+$143K	﹤0.01%	3476

Other funds holding XJR

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in iShares ESG Screened S&P Small-Cap ETF (XJR) in Q2 2026: 2,945 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #3476 among its holdings.

100 funds tracked by Wall St. Rank hold XJR as of Q2 2026.

Mercer Global Advisors held 2,945 shares of iShares ESG Screened S&P Small-Cap ETF worth $155K as of Q2 2026.
iShares ESG Screened S&P Small-Cap ETF was a new Mercer Global Advisors position in Q2 2026.
iShares ESG Screened S&P Small-Cap ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3476 holding.
100 funds tracked by Wall St. Rank held iShares ESG Screened S&P Small-Cap ETF as of Q2 2026.

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