Mercer Global Advisors
AVGE icon

Mercer Global Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Mercer Global Advisors’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
16,013
-192
-1% -$18.5K ﹤0.01% 1482
2026
Q1 		$1.43M Sell
16,205
-24
-0.1% -$2.16K ﹤0.01% 1372
2025
Q4 		$1.39M Buy
16,229
+87
+0.5% +$7.35K ﹤0.01% 1295
2025
Q3 		$1.35M Sell
16,142
-6
-0% -$483 ﹤0.01% 1229
2025
Q2 		$1.25M Sell
16,148
-15,982
-50% -$1.16M ﹤0.01% 1101
2025
Q1 		$2.29M Buy
32,130
+13,585
+73% +$998K 0.01% 790
2024
Q4 		$1.34M Buy
+18,545
New +$1.38M ﹤0.01% 965

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's AVGE Position: Q2 2026 in Review

Mercer Global Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 1.2% in Q2 2026, selling an estimated $18.5K and leaving 16,013 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Mercer Global Advisors first reported a position in AVGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.29M in Q1 2025. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Mercer Global Advisors held 16,013 shares of Avantis All Equity Markets ETF worth $1.59M as of Q2 2026.
  • Mercer Global Advisors sold 192 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $18.5K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1482 holding.
  • Mercer Global Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's Avantis All Equity Markets ETF position peaked at $2.29M in Q1 2025.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.