MERCER GLOBAL ADVISORS INC /ADV

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 853758 DENVER, CO

Position in AOA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$912,267

+$375,664 QoQ

Shares Held

9,347

+54.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#57

of 122 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 7% Shared 0% None 93%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$912,267	9,347	+54.1%	Shares	Sole	2026-08-11
2026-03-31	$536,603	6,064	-17.5%	Shares	Sole	2026-05-15
2025-12-31	$658,086	7,348	+25.8%	Shares	Sole	2026-02-18
2025-09-30	$514,913	5,842	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$539,347	6,467	-11.6%	Shares	Sole	2025-08-14
2025-03-31	$559,368	7,312	-17.8%	Shares	Sole	2025-05-15
2024-12-31	$681,062	8,890	-1.4%	Shares	Sole	2025-02-14
2024-09-30	$711,768	9,020	-26.6%	Shares	Sole	2024-11-14
2024-06-30	$918,896	12,288	-7.2%	Shares	Sole	2024-08-12
2024-03-31	$973,051	13,246	-7.7%	Shares	Sole	2024-05-15
2023-12-31	$990,522	14,345	-9.2%	Shares	Sole	2024-02-15
2023-09-30	$1,002,570	15,791	-1.7%	Shares	Sole	2023-11-15
2023-06-30	$1,065,951	16,068	+78.2%	Shares	Sole	2023-08-14
2023-03-31	$573,454	9,018	-56.2%	Shares	Sole	2023-05-16
2022-12-31	$1,231,268	20,607	-9.8%	Shares	Sole	2023-02-09
2022-09-30	$1,267,198	22,853	-11.7%	Shares	Sole	2022-11-15
2022-06-30	$1,550,552	25,890	-37.6%	Shares	Sole	2022-08-10
2022-03-31	$2,860,320	41,490	+55.8%	Shares	Sole	2022-05-10
2021-12-31	$1,939,706	26,637	-3.6%	Shares	Sole	2022-02-04
2021-09-30	$1,928,291	27,622	+13.1%	Shares	Sole	2021-11-10
2021-06-30	$1,725,626	24,425	+9.0%	Shares	Sole	2021-08-10
2021-03-31	$1,499,700	22,407	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.