Mercer Global Advisors
PWV icon

Mercer Global Advisors’s Invesco Large Cap Value ETF PWV Stock Holding History

Mercer Global Advisors’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.51M Buy
33,131
+14,196
+75% +$1.04M ﹤0.01% 1209
2026
Q1 		$1.32M Sell
18,935
-667
-3% -$46K ﹤0.01% 1420
2025
Q4 		$1.3M Buy
19,602
+845
+5% +$55.5K ﹤0.01% 1321
2025
Q3 		$1.22M Buy
18,757
+99
+0.5% +$6.27K ﹤0.01% 1274
2025
Q2 		$1.16M Sell
18,658
-399
-2% -$23.3K ﹤0.01% 1135
2025
Q1 		$1.13M Buy
19,057
+207
+1% +$12.3K ﹤0.01% 1081
2024
Q4 		$1.07M Sell
18,850
-700
-4% -$41.4K ﹤0.01% 1085
2024
Q3 		$1.14M Hold
19,550
– – ﹤0.01% 972
2024
Q2 		$1.08M Hold
19,550
– – ﹤0.01% 939
2024
Q1 		$1.11M Sell
19,550
-6,834
-26% -$360K ﹤0.01% 924
2023
Q4 		$1.34M Hold
26,384
– – ﹤0.01% 865
2023
Q3 		$1.24M Buy
26,384
+3,081
+13% +$147K ﹤0.01% 856
2023
Q2 		$1.09M Sell
23,303
-4,095
-15% -$186K ﹤0.01% 919
2023
Q1 		$1.24M Buy
27,398
+178
+0.7% +$8.27K 0.01% 836
2022
Q4 		$1.28M Buy
27,220
+9,496
+54% +$441K 0.01% 819
2022
Q3 		$738K Buy
17,724
+9
+0.1% +$405 ﹤0.01% 981
2022
Q2 		$773K Sell
17,715
-630
-3% -$29.6K ﹤0.01% 947
2022
Q1 		$897K Buy
18,345
+509
+3% +$24.7K 0.01% 943
2021
Q4 		$869K Buy
17,836
+14
+0.1% +$662 0.01% 947
2021
Q3 		$792K Buy
17,822
+2,157
+14% +$96.7K 0.01% 969
2021
Q2 		$695K Buy
15,665
+6,928
+79% +$309K 0.01% 992
2021
Q1 		$373K Buy
+8,737
New +$355K ﹤0.01% 1218

Other funds holding PWV

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

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

Mercer Global Advisors increased its Invesco Large Cap Value ETF (PWV) stake by 75% in Q2 2026, buying an estimated $1.04M and bringing the position to 33,131 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Mercer Global Advisors first reported a position in PWV in Q1 2021 and has held it in 22 quarters since. 194 funds tracked by Wall St. Rank hold PWV as of Q2 2026.

  • Mercer Global Advisors held 33,131 shares of Invesco Large Cap Value ETF worth $2.51M as of Q2 2026.
  • Mercer Global Advisors bought 14,196 Invesco Large Cap Value ETF shares in Q2 2026, an estimated $1.04M.
  • Invesco Large Cap Value ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1209 holding.
  • Mercer Global Advisors first reported a position in Invesco Large Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2026.

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