Mercer Global Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Buy	+15,914	New	+$288K	﹤0.01%	2513
2024 Q2	–	Sell	-12,909	Closed	-$228K	–	2025
2024 Q1	$228K	Buy	+12,909	New	+$227K	﹤0.01%	1712

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Mercer Global Advisors's PFXF Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2026: 15,914 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #2513 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in PFXF as recently as Q1 2024.

Mercer Global Advisors first reported a position in PFXF in Q1 2024 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Mercer Global Advisors held 15,914 shares of VanEck Preferred Securities ex Financials ETF worth $279K as of Q1 2026.
VanEck Preferred Securities ex Financials ETF was a new Mercer Global Advisors position in Q1 2026.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2513 holding.
Mercer Global Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and has held it in 2 quarters since.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.