Mercer Global Advisors’s Invesco S&P Global Water Index ETF CGW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$375K	Sell	5,872 -81	-1%	-$5.31K	﹤0.01%	2224
2025 Q4	$375K	Sell	5,953 -549	-8%	-$35.1K	﹤0.01%	2070
2025 Q3	$418K	Buy	6,502 +500	+8%	+$31.7K	﹤0.01%	1871
2025 Q2	$375K	Sell	6,002 -2,358	-28%	-$139K	﹤0.01%	1721
2025 Q1	$466K	Buy	8,360 +1,518	+22%	+$83.8K	﹤0.01%	1513
2024 Q4	$371K	Buy	+6,842	New	+$401K	﹤0.01%	1619
2024 Q1	–	Sell	-5,037	Closed	-$267K	–	2039
2023 Q4	$267K	Sell	5,037 -814	-14%	-$39.7K	﹤0.01%	1677
2023 Q3	$272K	Buy	+5,851	New	+$294K	﹤0.01%	1593
2023 Q2	–	Sell	-7,466	Closed	-$372K	–	1937
2023 Q1	$372K	Buy	+7,466	New	+$366K	﹤0.01%	1377
2022 Q1	–	Sell	-4,485	Closed	-$272K	–	1883
2021 Q4	$272K	Buy	4,485 +50	+1%	+$2.95K	﹤0.01%	1516
2021 Q3	$248K	Hold	4,435	–	–	﹤0.01%	1509
2021 Q2	$238K	Buy	+4,435	New	+$234K	﹤0.01%	1485

Other funds holding CGW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors's CGW Position: Q1 2026 in Review

Mercer Global Advisors reduced its Invesco S&P Global Water Index ETF (CGW) stake by 1.4% in Q1 2026, selling an estimated $5.31K and leaving 5,872 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Mercer Global Advisors first reported a position in CGW in Q2 2021 and has held it in 12 quarters since. The position peaked at $466K in Q1 2025. 204 funds tracked by Wall St. Rank hold CGW as of Q1 2026.

Mercer Global Advisors held 5,872 shares of Invesco S&P Global Water Index ETF worth $375K as of Q1 2026.
Mercer Global Advisors sold 81 Invesco S&P Global Water Index ETF shares in Q1 2026, an estimated $5.31K.
Invesco S&P Global Water Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2224 holding.
Mercer Global Advisors first reported a position in Invesco S&P Global Water Index ETF in Q2 2021 and has held it in 12 quarters since.
Mercer Global Advisors's Invesco S&P Global Water Index ETF position peaked at $466K in Q1 2025.
204 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.