Mercer Global Advisors
EVTR icon

Mercer Global Advisors’s Eaton Vance Total Return Bond ETF EVTR Stock Holding History

Mercer Global Advisors’s Portfolio EVTR Stock Details EVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Sell
4,650
-201
-4% -$10.2K ﹤0.01% 3075
2026
Q1 		$246K Buy
+4,851
New +$250K ﹤0.01% 2635

Other funds holding EVTR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors reduced its Eaton Vance Total Return Bond ETF (EVTR) stake by 4.1% in Q2 2026, selling an estimated $10.2K and leaving 4,650 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Mercer Global Advisors first reported a position in EVTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 186 funds tracked by Wall St. Rank hold EVTR as of Q2 2026.

  • Mercer Global Advisors held 4,650 shares of Eaton Vance Total Return Bond ETF worth $236K as of Q2 2026.
  • Mercer Global Advisors sold 201 Eaton Vance Total Return Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Eaton Vance Total Return Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3075 holding.
  • Mercer Global Advisors first reported a position in Eaton Vance Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mercer Global Advisors's Eaton Vance Total Return Bond ETF position peaked at $246K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Total Return Bond ETF as of Q2 2026.

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