TWD
MERC icon

True Wealth Design’s Mercer International MERC Stock Holding History

True Wealth Design’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-51
Closed -$147 – 2721
2025
Q3 		$147 Sell
51
-348
-87% -$1.15K ﹤0.01% 2370
2025
Q2 		$1.4K Buy
399
+222
+125% +$919 ﹤0.01% 1327
2025
Q1 		$1.09K Buy
177
+22
+14% +$148 ﹤0.01% 1242
2024
Q4 		$1.01K Buy
+155
New +$1.01K ﹤0.01% 938

Other funds holding MERC

IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

True Wealth Design's MERC Position: Q4 2025 in Review

True Wealth Design sold out of Mercer International (MERC) in Q4 2025, closing a stake of 51 shares — an estimated $147 sold.

True Wealth Design first reported a position in MERC in Q4 2024 and held it in 4 quarters. The position peaked at $1.4K in Q2 2025. 75 funds tracked by Wall St. Rank hold MERC as of Q4 2025.

  • True Wealth Design reported no remaining Mercer International position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 51 Mercer International shares in Q4 2025, an estimated $147.
  • True Wealth Design first reported a position in Mercer International in Q4 2024 and held it in 4 quarters.
  • True Wealth Design's Mercer International position peaked at $1.4K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held Mercer International as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.