Mercer Global Advisors
EFV icon

Mercer Global Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Mercer Global Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.8M Buy
832,940
+268,778
+48% +$20.8M 0.08% 143
2026
Q1 		$41.9M Buy
564,162
+244,558
+77% +$18.4M 0.06% 184
2025
Q4 		$22.8M Buy
319,604
+56,108
+21% +$3.9M 0.03% 305
2025
Q3 		$17.9M Sell
263,496
-127,720
-33% -$8.41M 0.03% 338
2025
Q2 		$24.8M Sell
391,216
-8,553
-2% -$523K 0.05% 202
2025
Q1 		$23.6M Sell
399,769
-18,038
-4% -$1.02M 0.05% 194
2024
Q4 		$21.9M Sell
417,807
-5,354
-1% -$293K 0.05% 198
2024
Q3 		$24.2M Sell
423,161
-45,346
-10% -$2.5M 0.06% 188
2024
Q2 		$24.8M Sell
468,507
-51,226
-10% -$2.78M 0.07% 166
2024
Q1 		$28.6M Buy
519,733
+150,804
+41% +$7.87M 0.08% 157
2023
Q4 		$19.2M Sell
368,929
-16,830
-4% -$833K 0.06% 200
2023
Q3 		$18.9M Sell
385,759
-127,571
-25% -$6.32M 0.07% 171
2023
Q2 		$25.1M Buy
513,330
+80,334
+19% +$3.95M 0.1% 141
2023
Q1 		$21M Sell
432,996
-280,890
-39% -$13.6M 0.1% 159
2022
Q4 		$32.8M Sell
713,886
-155,729
-18% -$6.76M 0.16% 95
2022
Q3 		$33.5M Buy
869,615
+186,701
+27% +$7.96M 0.2% 78
2022
Q2 		$29.6M Buy
682,914
+264,927
+63% +$12.6M 0.18% 89
2022
Q1 		$21M Sell
417,987
-14,933
-3% -$759K 0.12% 128
2021
Q4 		$21.8M Buy
432,920
+5,281
+1% +$270K 0.13% 122
2021
Q3 		$21.7M Buy
427,639
+255,332
+148% +$13.2M 0.15% 113
2021
Q2 		$8.92M Buy
172,307
+18,512
+12% +$979K 0.07% 217
2021
Q1 		$7.84M Buy
153,795
+125,217
+438% +$6.23M 0.07% 220
2020
Q4 		$1.35M Buy
28,578
+6,574
+30% +$290K 0.02% 531
2020
Q3 		$888K Sell
22,004
-11,945
-35% -$494K 0.01% 583
2020
Q2 		$1.36M Sell
33,949
-141,156
-81% -$5.38M 0.02% 416
2020
Q1 		$6.25M Buy
175,105
+150,853
+622% +$6.71M 0.14% 129
2019
Q4 		$1.21M Buy
24,252
+1,912
+9% +$93.7K 0.02% 471
2019
Q3 		$1.06M Sell
22,340
-225
-1% -$10.5K 0.02% 468
2019
Q2 		$1.08M Sell
22,565
-472
-2% -$23K 0.03% 440
2019
Q1 		$1.13M Buy
+23,037
New +$1.11M 0.04% 380

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 48% in Q2 2026, buying an estimated $20.8M and bringing the position to 832,940 shares worth $63.8M. The position accounts for 0.08% of the portfolio, ranked #143.

Mercer Global Advisors first reported a position in EFV in Q1 2019 and has held it in 30 quarters since. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Mercer Global Advisors held 832,940 shares of iShares MSCI EAFE Value ETF worth $63.8M as of Q2 2026.
  • Mercer Global Advisors bought 268,778 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $20.8M.
  • iShares MSCI EAFE Value ETF made up 0.08% of Mercer Global Advisors's portfolio in Q2 2026, its #143 holding.
  • Mercer Global Advisors first reported a position in iShares MSCI EAFE Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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