Mercer Global Advisors
PDN icon

Mercer Global Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Mercer Global Advisors’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Buy
9,973
+41
+0.4% +$1.88K ﹤0.01% 2395
2026
Q1 		$431K Sell
9,932
-11,437
-54% -$511K ﹤0.01% 2098
2025
Q4 		$901K Buy
21,369
+4,275
+25% +$177K ﹤0.01% 1508
2025
Q3 		$703K Sell
17,094
-229
-1% -$9.19K ﹤0.01% 1549
2025
Q2 		$674K Sell
17,323
-785
-4% -$28.1K ﹤0.01% 1408
2025
Q1 		$606K Sell
18,108
-767
-4% -$25.5K ﹤0.01% 1364
2024
Q4 		$597K Sell
18,875
-632
-3% -$20.9K ﹤0.01% 1349
2024
Q3 		$682K Buy
19,507
+284
+1% +$9.56K ﹤0.01% 1183
2024
Q2 		$621K Buy
19,223
+967
+5% +$31.7K ﹤0.01% 1190
2024
Q1 		$600K Buy
18,256
+434
+2% +$13.9K ﹤0.01% 1177
2023
Q4 		$579K Buy
+17,822
New +$535K ﹤0.01% 1232

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

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

Mercer Global Advisors increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 0.41% in Q2 2026, buying an estimated $1.88K and bringing the position to 9,973 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #2395.

Mercer Global Advisors first reported a position in PDN in Q4 2023 and has held it in 11 quarters since. The position peaked at $901K in Q4 2025. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Mercer Global Advisors held 9,973 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $449K as of Q2 2026.
  • Mercer Global Advisors bought 41 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $1.88K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2395 holding.
  • Mercer Global Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2023 and has held it in 11 quarters since.
  • Mercer Global Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $901K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

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