Mercer Global Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$269K	Buy	1,886 +2	+0.1%	+$278	﹤0.01%	2931
2026 Q1	$245K	Buy	+1,884	New	+$251K	﹤0.01%	2644
2024 Q1	–	Sell	-2,899	Closed	-$338K	–	2123
2023 Q4	$338K	Sell	2,899 -14	-0.5%	-$1.43K	﹤0.01%	1534
2023 Q3	$287K	Buy	2,913 +289	+11%	+$29.9K	﹤0.01%	1561
2023 Q2	$271K	Buy	+2,624	New	+$249K	﹤0.01%	1565

Other funds holding RFV

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Mercer Global Advisors increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 0.11% in Q2 2026, buying an estimated $278 and bringing the position to 1,886 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Mercer Global Advisors first reported a position in RFV in Q2 2023 and has held it in 5 quarters since. The position peaked at $338K in Q4 2023. 94 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Mercer Global Advisors held 1,886 shares of Invesco S&P MidCap 400 Pure Value ETF worth $269K as of Q2 2026.
Mercer Global Advisors bought 2 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $278.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2931 holding.
Mercer Global Advisors first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q2 2023 and has held it in 5 quarters since.
Mercer Global Advisors's Invesco S&P MidCap 400 Pure Value ETF position peaked at $338K in Q4 2023.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

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