Back to MG MERCER GLOBAL ADVISORS INC /ADV

MTUMMTUM
30 quarters

Position history for MGMERCER GLOBAL ADVISORS INC /ADV's holdings in ISHARES TR

MERCER GLOBAL ADVISORS INC /ADV holds 8.1M shares of MTUM (ISHARES TR), worth $2.8B as of 2026-Q2. The position was decreased (-3.2% shares). MTUM represents 3.4% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$2.8B

Current Shares

8.1M

Total Value Change

+$2.7B

Total Shares Change

+7.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8.1M
-3.2%
$2.8B3.4%$342.83
0
2026-Q1
Increased
8.4M
+7.2%
$2B3.0%$247.01
59
2025-Q4
Increased
7.8M
+3.0%
$2B3.0%$252.79
56
2025-Q3
Increased
7.6M
+0.1%
$1.9B3.3%$254.95
58
2025-Q2
Increased
7.6M
+2.2%
$1.8B3.7%$236.51
60
2025-Q1
Increased
7.4M
+7.4%
$1.5B3.4%$199.43
63
2024-Q4
Decreased
6.9M
-12.7%
$1.4B3.5%$205.88
0
2024-Q3
Increased
7.9M
+4.8%
$1.6B3.7%$199.30
61
2024-Q2
Increased
7.6M
+2.9%
$1.5B4.0%$191.90
60
2024-Q1
Increased
7.3M
+8.8%
$1.4B3.9%$184.31
64
2023-Q4
Increased
6.7M
+3.0%
$1.1B3.2%$154.21
60
2023-Q3
Increased
6.5M
+5.1%
$914.4M3.5%$137.00
61
2023-Q2
Increased
6.2M
+7.9%
$898.4M3.6%$139.29
63
2023-Q1
Increased
5.8M
+7.8%
$802.3M3.6%$134.35
63
2022-Q4
Increased
5.4M
+4.0%
$781.2M3.9%$141.29
61
2022-Q3
Increased
5.1M
+7.2%
$675.4M4.0%$127.82
62
2022-Q2
Increased
4.8M
+49.5%
$655M4.0%$130.66
80
2022-Q1
Increased
3.2M
+9.4%
$540.5M3.2%$162.68
63
2021-Q4
Increased
2.9M
+15.0%
$533.8M3.3%$173.38
66
2021-Q3
Increased
2.6M
+6.6%
$448.3M3.1%$168.37
61
2021-Q2
Increased
2.4M
+3.5%
$415.2M3.2%$163.84
59
2021-Q1
Increased
2.3M
+12.1%
$372.1M3.4%$149.06
64
2020-Q4
Increased
2.1M
+4.5%
$332.9M4.2%$152.34
59
2020-Q3
Increased
2M
+2.8%
$291.2M4.4%$137.71
58
2020-Q2
Increased
1.9M
+24.4%
$251.8M4.6%$120.90
69
2020-Q1
Increased
1.5M
+15.0%
$164.5M3.6%$103.17
64
2019-Q4
Increased
1.3M
+25.3%
$168.7M3.4%$117.17
69
2019-Q3
Increased
1.1M
+25.4%
$127.9M3.0%$110.40
68
2019-Q2
Increased
855,172
+6.2%
$101.4M2.7%$110.07
55
2019-Q1
New
805,651
-
$86.4M1.9%$103.72
68

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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