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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.3%
This Fund
S&P 500
This Quarter Est. Return
+8.17%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$49.1B
AUM Growth
+$5.51B
Cap. Flow
+$2.06B
Cap. Flow %
4.2%
Top 10 Hldgs %
38.5%
Holding
2,409
New
262
Increased
1,000
Reduced
942
Closed
161

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$208M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$191M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$185M
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$123M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$99.5M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.02B
2
NVDA icon
NVIDIA
NVDA
+$681M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$389M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$261M
5
META icon
Meta Platforms (Facebook)
META
+$226M

Sector Composition

Rank Sector Weight
1 Technology 4.14%
2 Financials 3.77%
3 Consumer Discretionary 2.59%
4 Healthcare 2.12%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMLF icon
326
iShares US Small Cap Equity Factor ETF
SMLF
$4.26B
$13.2M 0.03%
193,569
-14,454
-7% -$915K
HSBC icon
327
HSBC
HSBC
$364B
$13.1M 0.03%
216,280
+7,556
+4% +$430K
IBTJ icon
328
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
$13.1M 0.03%
599,379
+169,410
+39% +$3.68M
DASH icon
329
DoorDash
DASH
$87.5B
$13.1M 0.03%
53,181
-3,582
-6% -$718K
EEM icon
330
iShares MSCI Emerging Markets ETF
EEM
$29.7B
$13M 0.03%
270,260
+34,050
+14% +$1.53M
VDE icon
331
Vanguard Energy ETF
VDE
$9.93B
$13M 0.03%
109,357
+22,455
+26% +$2.61M
APP icon
332
CALL
Applovin
APP
$140B
$12.9M 0.03%
+36,934
New +$12M
AJG icon
333
Arthur J. Gallagher & Co
AJG
$63.1B
$12.7M 0.03%
39,798
+3,221
+9% +$1.06M
SPGI icon
334
S&P Global
SPGI
$122B
$12.7M 0.03%
24,134
+604
+3% +$301K
IBTK icon
335
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$975M
$12.7M 0.03%
639,493
+574,655
+886% +$11.3M
WRB icon
336
W.R. Berkley
WRB
$26.5B
$12.5M 0.03%
169,951
+33,467
+25% +$2.4M
LNG icon
337
Cheniere Energy
LNG
$54.1B
$12.5M 0.03%
51,211
+13,665
+36% +$3.16M
HDV
338
iShares Core High Dividend ETF
HDV
$14.8B
$12.4M 0.03%
530,465
-9,230
-2% -$213K
VTWO icon
339
Vanguard Russell 2000 ETF
VTWO
$18B
$12.3M 0.03%
140,099
+5,728
+4% +$466K
SDY icon
340
State Street SPDR S&P Dividend ETF
SDY
$23.8B
$12.3M 0.03%
90,620
-403
-0.4% -$53.4K
TMO icon
341
Thermo Fisher Scientific
TMO
$210B
$12.3M 0.03%
30,236
+4,428
+17% +$1.85M
SHEL icon
342
Shell
SHEL
$250B
$12.3M 0.03%
174,109
+11,788
+7% +$790K
CDNS icon
343
Cadence Design Systems
CDNS
$94B
$12.2M 0.02%
39,747
-1,616
-4% -$470K
ADI icon
344
Analog Devices
ADI
$184B
$12.1M 0.02%
50,797
-4,604
-8% -$959K
FOXA icon
345
Fox Class A
FOXA
$24.6B
$12M 0.02%
214,289
+41,562
+24% +$2.19M
POWA icon
346
Invesco Bloomberg Pricing Power ETF
POWA
$182M
$11.9M 0.02%
137,641
-690
-0.5% -$57.2K
CSX icon
347
CSX Corp
CSX
$93.8B
$11.8M 0.02%
361,306
+13,457
+4% +$405K
MPC icon
348
Marathon Petroleum
MPC
$91.1B
$11.8M 0.02%
70,922
-31,289
-31% -$4.69M
MAR icon
349
Marriott International
MAR
$89.9B
$11.8M 0.02%
43,049
-4,752
-10% -$1.19M
IBDQ
350
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$11.8M 0.02%
467,048
-1,997,703
-81% -$50.2M
12 13
14
15 16

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Mercer Global Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Mercer Global Advisors held 2,409 positions worth $49.1B, up 13% from $43.6B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Mercer Global Advisors deployed $2.06B of net new capital in Q2 2025, opening 262 new positions and adding to 1,000 existing holdings. Its largest new stake was iShares iBonds Dec 2030 Term Muni Bond ETF: 634,029 shares worth $16.3M.

By sector, the portfolio is most concentrated in Technology at 4.1% of assets, down from 8.3% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was iShares Russell 1000 ETF, an estimated $71.3M trimmed.

  • Mercer Global Advisors's largest Q2 2025 buy was iShares iBonds Dec 2030 Term Muni Bond ETF: 634,029 shares worth $16.3M.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q2 2025, an estimated $208M increase.
  • Mercer Global Advisors's biggest Q2 2025 reduction was iShares Russell 1000 ETF, cutting an estimated $71.3M.
  • Mercer Global Advisors fully exited Apple in Q2 2025, selling an estimated $1.02B.
  • Mercer Global Advisors's ten largest holdings make up 38% of its $49.1B portfolio in Q2 2025.
  • Mercer Global Advisors opened 262 new positions and closed 161 in Q2 2025.
  • Mercer Global Advisors's portfolio value rose 13% quarter-over-quarter to $49.1B.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.