Mercer Global Advisors’s iShares Select Dividend ETF DVY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.9M	Sell	150,983 -28,494	-16%	-$4.3M	0.03%	295
2025 Q4	$24.7M	Buy	179,477 +21,409	+14%	+$3.02M	0.04%	287
2025 Q3	$22.5M	Sell	158,068 -17,308	-10%	-$2.4M	0.04%	292
2025 Q2	$23.3M	Buy	175,376 +1,640	+0.9%	+$212K	0.05%	215
2025 Q1	$23.3M	Sell	173,736 -428	-0.2%	-$57.4K	0.05%	199
2024 Q4	$22.9M	Sell	174,164 -11,602	-6%	-$1.58M	0.06%	189
2024 Q3	$25M	Sell	185,766 -4,549	-2%	-$588K	0.06%	183
2024 Q2	$23M	Sell	190,315 -34,219	-15%	-$4.15M	0.06%	175
2024 Q1	$27.7M	Buy	224,534 +10,625	+5%	+$1.24M	0.08%	158
2023 Q4	$25.1M	Sell	213,909 -1,613	-0.7%	-$177K	0.08%	166
2023 Q3	$23.2M	Sell	215,522 -13,450	-6%	-$1.53M	0.09%	145
2023 Q2	$25.9M	Sell	228,972 -87,407	-28%	-$9.96M	0.1%	139
2023 Q1	$37.1M	Buy	316,379 +81,572	+35%	+$9.87M	0.17%	94
2022 Q4	$28.3M	Buy	234,807 +15,867	+7%	+$1.88M	0.14%	113
2022 Q3	$23.5M	Sell	218,940 -11,724	-5%	-$1.41M	0.14%	117
2022 Q2	$27.1M	Buy	230,664 +12,664	+6%	+$1.59M	0.17%	99
2022 Q1	$27.9M	Sell	218,000 -1,460	-0.7%	-$182K	0.16%	92
2021 Q4	$26.9M	Buy	219,460 +7,392	+3%	+$881K	0.17%	91
2021 Q3	$24.3M	Buy	212,068 +6,293	+3%	+$736K	0.17%	97
2021 Q2	$24M	Buy	205,775 +468	+0.2%	+$55.7K	0.18%	90
2021 Q1	$23.4M	Buy	205,307 +3,565	+2%	+$377K	0.21%	80
2020 Q4	$19.4M	Sell	201,742 -130	-0.1%	-$11.8K	0.24%	65
2020 Q3	$16.5M	Sell	201,872 -3,613	-2%	-$301K	0.25%	65
2020 Q2	$16.6M	Sell	205,485 -12,439	-6%	-$994K	0.3%	58
2020 Q1	$16M	Buy	217,924 +9,822	+5%	+$939K	0.35%	56
2019 Q4	$22M	Buy	208,102 +1,885	+0.9%	+$194K	0.44%	46
2019 Q3	$21M	Buy	206,217 +14,399	+8%	+$1.44M	0.49%	43
2019 Q2	$19.1M	Sell	191,818 -32,033	-14%	-$3.16M	0.51%	42
2019 Q1	$22M	Buy	+223,851	New	+$21.4M	0.79%	24

Other funds holding DVY

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Select Dividend ETF (DVY) stake by 16% in Q1 2026, selling an estimated $4.3M and leaving 150,983 shares worth $22.9M. The position accounts for 0.03% of the portfolio, ranked #295.

Mercer Global Advisors first reported a position in DVY in Q1 2019 and has held it in 29 quarters since. The position peaked at $37.1M in Q1 2023. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Mercer Global Advisors held 150,983 shares of iShares Select Dividend ETF worth $22.9M as of Q1 2026.
Mercer Global Advisors sold 28,494 iShares Select Dividend ETF shares in Q1 2026, an estimated $4.3M.
iShares Select Dividend ETF made up 0.03% of Mercer Global Advisors's portfolio in Q1 2026, its #295 holding.
Mercer Global Advisors first reported a position in iShares Select Dividend ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's iShares Select Dividend ETF position peaked at $37.1M in Q1 2023.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

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