MERCER GLOBAL ADVISORS INC /ADV
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 853758
DENVER, CO
Position in EXG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,419,625
+$1,232,914 QoQ
Shares Held
163,929
+736.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 37.99998779959617.ToString("F0")%
Shared 0.ToString("F0")%
None 62.00001220040383.ToString("F0")%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $329,646,154 across 120 Asset Management names. EXG ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
731,819 | $105,960,073 | |
| 2 | STT |
State Street Corp
|
227,105 | $28,742,408 | |
| 3 | BLK |
BlackRock, Inc.
|
27,144 | $26,104,656 | |
| 4 | AMP |
Ameriprise Financial Inc
|
37,529 | $16,677,887 | |
| 5 | BX |
Blackstone Inc.
|
136,046 | $15,643,929 | |
| 6 | NTRS |
Northern Trust Corp
|
70,736 | $9,872,623 | |
| 7 | FHI |
Federated Hermes, Inc.
|
168,944 | $9,580,814 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
256,480 | $9,089,651 |
All Filings in EXG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,419,625 | 163,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $186,711 | 19,592 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $183,137 | 20,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $170,913 | 19,533 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $198,062 | 24,332 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $310,999 | 38,066 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $362,132 | 41,529 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $396,330 | 46,903 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $381,896 | 46,801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $352,356 | 45,642 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $336,764 | 45,694 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $413,115 | 52,161 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $411,618 | 52,704 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $500,678 | 66,315 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $410,879 | 56,673 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $456,963 | 59,269 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $513,649 | 52,899 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $723,105 | 67,770 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $662,307 | 66,297 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $693,059 | 67,947 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $577,855 | 62,135 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||