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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
IHDG icon
876
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.21B
$2.04M ﹤0.01%
45,350
-4,834
-10% -$212K
DXCM icon
877
DexCom
DXCM
$32.6B
$2.03M ﹤0.01%
23,309
+692
+3% +$54.2K
RITM icon
878
Rithm Capital
RITM
$5.62B
$2.03M ﹤0.01%
179,873
+9,207
+5% +$101K
OMC icon
879
Omnicom Group
OMC
$22.2B
$2.03M ﹤0.01%
28,184
-6,994
-20% -$517K
XLP icon
880
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$2.02M ﹤0.01%
24,948
+3,052
+14% +$248K
KMX icon
881
CarMax
KMX
$8.26B
$2.02M ﹤0.01%
30,050
+15,305
+104% +$1.03M
IAUM icon
882
iShares Gold Trust Micro
IAUM
$6.32B
$2.02M ﹤0.01%
+61,166
New +$2M
FVD icon
883
First Trust Value Line Dividend Fund
FVD
$8.36B
$2.02M ﹤0.01%
45,142
-2,465
-5% -$108K
JBL icon
884
Jabil
JBL
$32.6B
$2.01M ﹤0.01%
9,213
+1,917
+26% +$311K
FBTC icon
885
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.7B
$2.01M ﹤0.01%
21,359
+242
+1% +$20.8K
GL icon
886
Globe Life
GL
$14.4B
$2M ﹤0.01%
16,115
+5,451
+51% +$662K
MSTY icon
887
YieldMax MSTR Option Income Strategy ETF
MSTY
$740M
$2M ﹤0.01%
18,063
+38
+0.2% +$4.17K
SM icon
888
SM Energy
SM
$7.57B
$2M ﹤0.01%
80,899
+25,084
+45% +$607K
CGMU icon
889
Capital Group Municipal Income ETF
CGMU
$6.43B
$2M ﹤0.01%
+74,774
New +$1.99M
PFEB icon
890
Innovator US Equity Power Buffer ETF February
PFEB
$919M
$1.99M ﹤0.01%
52,435
-1,742
-3% -$63.3K
SGOV icon
891
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$1.99M ﹤0.01%
19,784
+15,213
+333% +$1.53M
SNV
892
DELISTED
Synovus
SNV
$1.98M ﹤0.01%
38,290
+6,432
+20% +$296K
SPSK icon
893
SP Funds Dow Jones Global Sukuk ETF
SPSK
$646M
$1.98M ﹤0.01%
108,467
+38,580
+55% +$696K
CRBN icon
894
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.15B
$1.97M ﹤0.01%
9,300
-336
-3% -$66.2K
EXPO icon
895
Exponent
EXPO
$3.34B
$1.97M ﹤0.01%
+26,334
New +$2.04M
VNLA icon
896
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$1.97M ﹤0.01%
39,952
-13,676
-26% -$670K
DVA icon
897
DaVita
DVA
$15.8B
$1.96M ﹤0.01%
13,773
+1,068
+8% +$151K
IR icon
898
Ingersoll Rand
IR
$33.7B
$1.96M ﹤0.01%
23,559
-3,571
-13% -$281K
VIRT icon
899
Virtu Financial
VIRT
$5.1B
$1.95M ﹤0.01%
43,570
+27,763
+176% +$1.12M
WAT icon
900
Waters Corp
WAT
$36.9B
$1.95M ﹤0.01%
5,589
+583
+12% +$200K
34 35
36
37 38

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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.