Mercer Global Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144M	Sell	3,445,556 -40,231	-1%	-$1.69M	0.18%	71
2026 Q1	$138M	Sell	3,485,787 -177,401	-5%	-$7.16M	0.2%	58
2025 Q4	$139M	Sell	3,663,188 -76,969	-2%	-$2.82M	0.21%	62
2025 Q3	$133M	Sell	3,740,157 -396,524	-10%	-$13.6M	0.22%	62
2025 Q2	$136M	Sell	4,136,681 -238,015	-5%	-$7.49M	0.28%	49
2025 Q1	$133M	Sell	4,374,696 -168,511	-4%	-$4.91M	0.3%	49
2024 Q4	$123M	Sell	4,543,207 -708,690	-13%	-$20M	0.3%	51
2024 Q3	$154M	Sell	5,251,897 -1,351,475	-20%	-$38.4M	0.36%	46
2024 Q2	$181M	Sell	6,603,372 -453,007	-6%	-$12.8M	0.49%	40
2024 Q1	$199M	Sell	7,056,379 -543,135	-7%	-$14.6M	0.57%	35
2023 Q4	$201M	Sell	7,599,514 -491,133	-6%	-$12.5M	0.61%	37
2023 Q3	$205M	Sell	8,090,647 -378,776	-4%	-$9.75M	0.78%	30
2023 Q2	$216M	Sell	8,469,423 -2,405,536	-22%	-$60.8M	0.86%	25
2023 Q1	$270M	Sell	10,874,959 -383,815	-3%	-$9.43M	1.22%	20
2022 Q4	$261M	Sell	11,258,774 -490,450	-4%	-$10.8M	1.31%	17
2022 Q3	$232M	Buy	11,749,224 +852,634	+8%	+$18.6M	1.38%	16
2022 Q2	$242M	Buy	10,896,590 +999,265	+10%	+$24.2M	1.48%	13
2022 Q1	$252M	Buy	9,897,325 +595,614	+6%	+$15.4M	1.48%	13
2021 Q4	$237M	Buy	9,301,711 +852,666	+10%	+$21.9M	1.46%	15
2021 Q3	$217M	Buy	8,449,045 +706,850	+9%	+$18.3M	1.52%	14
2021 Q2	$200M	Buy	7,742,195 +292,650	+4%	+$7.66M	1.54%	13
2021 Q1	$188M	Buy	7,449,545 +508,532	+7%	+$12.4M	1.71%	9
2020 Q4	$158M	Buy	6,941,013 +442,413	+7%	+$9.4M	1.97%	9
2020 Q3	$127M	Buy	6,498,600 +513,433	+9%	+$10.2M	1.91%	11
2020 Q2	$117M	Buy	5,985,167 +2,479,913	+71%	+$46.7M	2.12%	10
2020 Q1	$61.7M	Buy	3,505,254 +824,746	+31%	+$17.9M	1.36%	16
2019 Q4	$65.3M	Buy	2,680,508 +547,138	+26%	+$13M	1.3%	16
2019 Q3	$48.6M	Buy	2,133,370 +549,343	+35%	+$12.4M	1.14%	18
2019 Q2	$36.5M	Buy	1,584,027 +560,892	+55%	+$13.2M	0.97%	20
2019 Q1	$24.3M	Buy	+1,023,135	New	+$24M	0.87%	18

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.2% in Q2 2026, selling an estimated $1.69M and leaving 3,445,556 shares worth $144M. The position accounts for 0.18% of the portfolio, ranked #71.

Mercer Global Advisors first reported a position in IVLU in Q1 2019 and has held it in 30 quarters since. The position peaked at $270M in Q1 2023. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Mercer Global Advisors held 3,445,556 shares of iShares MSCI Intl Value Factor ETF worth $144M as of Q2 2026.
Mercer Global Advisors sold 40,231 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.69M.
iShares MSCI Intl Value Factor ETF made up 0.18% of Mercer Global Advisors's portfolio in Q2 2026, its #71 holding.
Mercer Global Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's iShares MSCI Intl Value Factor ETF position peaked at $270M in Q1 2023.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

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