Mercer Global Advisors’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$921K	Sell	13,393 -267	-2%	-$18.8K	﹤0.01%	1609
2025 Q4	$903K	Sell	13,660 -1,063	-7%	-$70.6K	﹤0.01%	1507
2025 Q3	$981K	Buy	14,723 +916	+7%	+$61.3K	﹤0.01%	1394
2025 Q2	$898K	Sell	13,807 -438	-3%	-$27.9K	﹤0.01%	1269
2025 Q1	$934K	Sell	14,245 -2,558	-15%	-$173K	﹤0.01%	1179
2024 Q4	$1.14M	Sell	16,803 -844	-5%	-$59.8K	﹤0.01%	1051
2024 Q3	$1.2M	Sell	17,647 -174	-1%	-$11.7K	﹤0.01%	945
2024 Q2	$37.4K	Buy	+17,821	New	+$1.11M	﹤0.01%	1923

Other funds holding SMDV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Mercer Global Advisors reduced its ProShares Russell 2000 Dividend Growers ETF (SMDV) stake by 2% in Q1 2026, selling an estimated $18.8K and leaving 13,393 shares worth $921K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Mercer Global Advisors first reported a position in SMDV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q3 2024. 134 funds tracked by Wall St. Rank hold SMDV as of Q1 2026.

Mercer Global Advisors held 13,393 shares of ProShares Russell 2000 Dividend Growers ETF worth $921K as of Q1 2026.
Mercer Global Advisors sold 267 ProShares Russell 2000 Dividend Growers ETF shares in Q1 2026, an estimated $18.8K.
ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1609 holding.
Mercer Global Advisors first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q2 2024 and has held it in 8 quarters since.
Mercer Global Advisors's ProShares Russell 2000 Dividend Growers ETF position peaked at $1.2M in Q3 2024.
134 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q1 2026.

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