Mercer Global Advisors
SFGV

Mercer Global Advisors’s Sequoia Global Value ETF SFGV Stock Holding History

Mercer Global Advisors’s Portfolio SFGV Stock Details SFGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
38,634
-37
-0.1% -$1.24K ﹤0.01% 1446
2025
Q4 		$1.22M Sell
38,671
-842
-2% -$26.4K ﹤0.01% 1347
2025
Q3 		$1.23M Sell
39,513
-6,691
-14% -$203K ﹤0.01% 1270
2025
Q2 		$1.35M Sell
46,204
-46,204
-50% -$1.29M ﹤0.01% 1065
2025
Q1 		$2.57M Buy
92,408
+46,204
+100% +$1.29M 0.01% 754
2024
Q4 		$1.26M Buy
+46,204
New +$1.32M ﹤0.01% 1000

Other funds holding SFGV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFG
Forum Finance Group Geneva $184M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Mercer Global Advisors reduced its Sequoia Global Value ETF (SFGV) stake by 0.1% in Q1 2026, selling an estimated $1.24K and leaving 38,634 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Mercer Global Advisors first reported a position in SFGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.57M in Q1 2025. 10 funds tracked by Wall St. Rank hold SFGV as of Q1 2026.

  • Mercer Global Advisors held 38,634 shares of Sequoia Global Value ETF worth $1.27M as of Q1 2026.
  • Mercer Global Advisors sold 37 Sequoia Global Value ETF shares in Q1 2026, an estimated $1.24K.
  • Sequoia Global Value ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1446 holding.
  • Mercer Global Advisors first reported a position in Sequoia Global Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Mercer Global Advisors's Sequoia Global Value ETF position peaked at $2.57M in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q1 2026.

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