Mercer Global Advisors
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Mercer Global Advisors’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Mercer Global Advisors’s Portfolio DWAS Stock Details DWAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Sell
3,043
-140
-4% -$15.9K ﹤0.01% 2538
2026
Q1 		$313K Buy
3,183
+71
+2% +$7.11K ﹤0.01% 2381
2025
Q4 		$301K Buy
3,112
+113
+4% +$10.7K ﹤0.01% 2226
2025
Q3 		$276K Sell
2,999
-729
-20% -$63.7K ﹤0.01% 2148
2025
Q2 		$316K Sell
3,728
-720
-16% -$57K ﹤0.01% 1822
2025
Q1 		$347K Sell
4,448
-1,757
-28% -$153K ﹤0.01% 1682
2024
Q4 		$566K Sell
6,205
-549
-8% -$52.7K ﹤0.01% 1380
2024
Q3 		$619K Buy
6,754
+453
+7% +$40.4K ﹤0.01% 1228
2024
Q2 		$536K Sell
6,301
-65
-1% -$5.62K ﹤0.01% 1273
2024
Q1 		$579K Sell
6,366
-996
-14% -$85.8K ﹤0.01% 1198
2023
Q4 		$617K Sell
7,362
-834
-10% -$62.9K ﹤0.01% 1198
2023
Q3 		$616K Sell
8,196
-655
-7% -$51.6K ﹤0.01% 1152
2023
Q2 		$697K Sell
8,851
-2,525
-22% -$188K ﹤0.01% 1087
2023
Q1 		$838K Buy
11,376
+2,286
+25% +$172K ﹤0.01% 980
2022
Q4 		$661K Sell
9,090
-844
-8% -$62.6K ﹤0.01% 1079
2022
Q3 		$680K Buy
9,934
+2
+0% +$147 ﹤0.01% 1008
2022
Q2 		$674K Sell
9,932
-122
-1% -$9.56K ﹤0.01% 1003
2022
Q1 		$851K Sell
10,054
-182
-2% -$15K 0.01% 958
2021
Q4 		$921K Sell
10,236
-126
-1% -$11.6K 0.01% 924
2021
Q3 		$910K Sell
10,362
-649
-6% -$55.7K 0.01% 905
2021
Q2 		$989K Buy
11,011
+973
+10% +$83.5K 0.01% 839
2021
Q1 		$854K Sell
10,038
-1,422
-12% -$122K 0.01% 843
2020
Q4 		$863K Sell
11,460
-571
-5% -$38.9K 0.01% 655
2020
Q3 		$714K Sell
12,031
-864
-7% -$50K 0.01% 657
2020
Q2 		$690K Sell
12,895
-1,664
-11% -$79.6K 0.01% 576
2020
Q1 		$593K Buy
14,559
+2,441
+20% +$127K 0.01% 616
2019
Q4 		$692K Sell
12,118
-2,998
-20% -$158K 0.01% 622
2019
Q3 		$756K Sell
15,116
-1,123
-7% -$60.1K 0.02% 564
2019
Q2 		$876K Sell
16,239
-636
-4% -$32.7K 0.02% 499
2019
Q1 		$852K Buy
+16,875
New +$823K 0.03% 461

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Mercer Global Advisors reduced its Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) stake by 4.4% in Q2 2026, selling an estimated $15.9K and leaving 3,043 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Mercer Global Advisors first reported a position in DWAS in Q1 2019 and has held it in 30 quarters since. The position peaked at $989K in Q2 2021. 104 funds tracked by Wall St. Rank hold DWAS as of Q2 2026.

  • Mercer Global Advisors held 3,043 shares of Invesco Dorsey Wright SmallCap Momentum ETF worth $387K as of Q2 2026.
  • Mercer Global Advisors sold 140 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q2 2026, an estimated $15.9K.
  • Invesco Dorsey Wright SmallCap Momentum ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2538 holding.
  • Mercer Global Advisors first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $989K in Q2 2021.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q2 2026.

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