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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
SUSL icon
76
iShares ESG MSCI USA Leaders ETF
SUSL
$1.2B
$86.1M 0.18%
794,658
-15,475
-2% -$1.54M
ORCL icon
77
Oracle
ORCL
$420B
$83.5M 0.17%
381,797
-24,832
-6% -$4.01M
BND icon
78
Vanguard Total Bond Market
BND
$158B
$82.5M 0.17%
1,120,751
+584,376
+109% +$42.5M
IWV icon
79
iShares Russell 3000 ETF
IWV
$20.3B
$82.3M 0.17%
234,376
+22,641
+11% +$7.35M
BRK.A icon
80
Berkshire Hathaway Class A
BRK.A
$1.11T
$81.6M 0.17%
112
+31
+38% +$23.6M
RSP icon
81
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$80.1M 0.16%
438,743
-2,615
-0.6% -$451K
PG icon
82
Procter & Gamble
PG
$345B
$78.8M 0.16%
494,494
-19,072
-4% -$3.11M
SHYG icon
83
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$77.6M 0.16%
1,801,171
-103,744
-5% -$4.39M
APH icon
84
Amphenol
APH
$211B
$75.2M 0.15%
761,515
+38,865
+5% +$3.18M
IWM icon
85
iShares Russell 2000 ETF
IWM
$83B
$74M 0.15%
342,933
+112,399
+49% +$22.6M
INTC icon
86
CALL
Intel
INTC
$509B
$72.1M 0.15%
+3,226,726
New +$66.9M
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$69.1M 0.14%
1,150,999
+484,499
+73% +$27M
CVX icon
88
PUT
Chevron
CVX
$379B
$69M 0.14%
+485,005
New +$68.4M
IBDR icon
89
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.39B
$68.4M 0.14%
2,821,416
+247,742
+10% +$5.99M
SCHB icon
90
Schwab US Broad Market ETF
SCHB
$44.7B
$68.4M 0.14%
2,870,409
+870,534
+44% +$19.2M
IBDS icon
91
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$68.3M 0.14%
2,814,444
+306,166
+12% +$7.39M
IBM icon
92
CALL
IBM
IBM
$222B
$67.9M 0.14%
+238,029
New +$61.3M
IBDT icon
93
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$66.9M 0.14%
2,625,859
+264,471
+11% +$6.66M
CSCO icon
94
Cisco
CSCO
$480B
$65.7M 0.13%
946,933
+98,467
+12% +$6.05M
IBDU icon
95
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.04B
$65.3M 0.13%
2,799,668
+349,861
+14% +$8.07M
DFAS icon
96
Dimensional US Small Cap ETF
DFAS
$15.8B
$64.8M 0.13%
1,016,654
-6,297
-0.6% -$377K
IBDV icon
97
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
$61M 0.12%
2,775,216
+2,601,621
+1,499% +$56.4M
RCL icon
98
Royal Caribbean
RCL
$87.1B
$60.7M 0.12%
201,715
+94,767
+89% +$22.6M
ABT icon
99
Abbott
ABT
$182B
$57.2M 0.12%
420,752
+76,376
+22% +$10.1M
SYK icon
100
Stryker
SYK
$129B
$56.1M 0.11%
141,844
-31,144
-18% -$11.7M
2 3
4
5 6

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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.