Mercer Global Advisors
HDV

Mercer Global Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Mercer Global Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.35M Sell
304,531
-10,574
-3% -$288K 0.01% 636
2026
Q1 		$8.55M Sell
315,105
-11,605
-4% -$309K 0.01% 555
2025
Q4 		$7.95M Sell
326,710
-11,310
-3% -$275K 0.01% 561
2025
Q3 		$8.28M Sell
338,020
-192,445
-36% -$4.65M 0.01% 511
2025
Q2 		$12.4M Sell
530,465
-9,230
-2% -$213K 0.03% 338
2025
Q1 		$13.1M Sell
539,695
-15,125
-3% -$354K 0.03% 302
2024
Q4 		$12.5M Sell
554,820
-269,930
-33% -$6.34M 0.03% 313
2024
Q3 		$19.5M Buy
824,750
+10,470
+1% +$240K 0.05% 212
2024
Q2 		$17.6M Buy
814,280
+267,305
+49% +$5.82M 0.05% 208
2024
Q1 		$12.1M Buy
546,975
+175
+0% +$3.68K 0.03% 277
2023
Q4 		$11.2M Sell
546,800
-20,540
-4% -$405K 0.03% 285
2023
Q3 		$11.2M Sell
567,340
-36,670
-6% -$750K 0.04% 247
2023
Q2 		$12.2M Sell
604,010
-45,680
-7% -$919K 0.05% 252
2023
Q1 		$13.2M Buy
649,690
+17,575
+3% +$361K 0.06% 225
2022
Q4 		$13.2M Buy
632,115
+18,865
+3% +$386K 0.07% 216
2022
Q3 		$11.2M Buy
613,250
+4,555
+0.7% +$92K 0.07% 208
2022
Q2 		$12.2M Buy
608,695
+522,655
+607% +$11M 0.07% 190
2022
Q1 		$1.84M Buy
86,040
+48,535
+129% +$1.01M 0.01% 672
2021
Q4 		$758K Sell
37,505
-2,770
-7% -$54.3K ﹤0.01% 1011
2021
Q3 		$759K Buy
40,275
+10,710
+36% +$207K 0.01% 984
2021
Q2 		$571K Buy
29,565
+2,200
+8% +$42.7K ﹤0.01% 1085
2021
Q1 		$519K Sell
27,365
-185
-0.7% -$3.38K ﹤0.01% 1066
2020
Q4 		$483K Sell
27,550
-7,960
-22% -$135K 0.01% 875
2020
Q3 		$572K Buy
35,510
+220
+0.6% +$3.66K 0.01% 741
2020
Q2 		$573K Buy
35,290
+460
+1% +$7.43K 0.01% 636
2020
Q1 		$498K Sell
34,830
-475
-1% -$8.39K 0.01% 665
2019
Q4 		$692K Sell
35,305
-250
-0.7% -$4.77K 0.01% 623
2019
Q3 		$669K Buy
+35,555
New +$668K 0.02% 599
2019
Q2 		– Sell
-11,725
Closed -$219K – 1170
2019
Q1 		$219K Buy
+11,725
New +$211K 0.01% 956

Other funds holding HDV

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Core High Dividend ETF (HDV) stake by 3.4% in Q2 2026, selling an estimated $288K and leaving 304,531 shares worth $8.35M. The position accounts for 0.01% of the portfolio, ranked #636.

Mercer Global Advisors first reported a position in HDV in Q1 2019 and has held it in 29 quarters since. The position peaked at $19.5M in Q3 2024. 883 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

  • Mercer Global Advisors held 304,531 shares of iShares Core High Dividend ETF worth $8.35M as of Q2 2026.
  • Mercer Global Advisors sold 10,574 iShares Core High Dividend ETF shares in Q2 2026, an estimated $288K.
  • iShares Core High Dividend ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #636 holding.
  • Mercer Global Advisors first reported a position in iShares Core High Dividend ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares Core High Dividend ETF position peaked at $19.5M in Q3 2024.
  • 883 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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