Mercer Global Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Mercer Global Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Sell	120,021 -429	-0.4%	-$37.7K	0.01%	541
2026 Q1	$9.71M	Buy	120,450 +35,366	+42%	+$2.87M	0.01%	514
2025 Q4	$6.45M	Sell	85,084 -12,123	-12%	-$892K	0.01%	629
2025 Q3	$7.02M	Sell	97,207 -4,946	-5%	-$349K	0.01%	555
2025 Q2	$6.97M	Sell	102,153 -125,558	-55%	-$8.09M	0.01%	485
2025 Q1	$14.8M	Buy	227,711 +112,671	+98%	+$7.64M	0.03%	282
2024 Q4	$7.68M	Buy	+115,040	New	+$7.83M	0.02%	424

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

Mercer Global Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.36% in Q2 2026, selling an estimated $37.7K and leaving 120,021 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #541.

Mercer Global Advisors first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8M in Q1 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Mercer Global Advisors held 120,021 shares of Avantis US Large Cap Value ETF worth $10.9M as of Q2 2026.
Mercer Global Advisors sold 429 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $37.7K.
Avantis US Large Cap Value ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #541 holding.
Mercer Global Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Mercer Global Advisors's Avantis US Large Cap Value ETF position peaked at $14.8M in Q1 2025.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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