Mercer Global Advisors
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Mercer Global Advisors’s Strive 1000 Value ETF STXV Stock Holding History

Mercer Global Advisors’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,400
Closed -$378K – 2371
2025
Q1 		$378K Hold
12,400
– – ﹤0.01% 1634
2024
Q4 		$366K Buy
+12,400
New +$380K ﹤0.01% 1630

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WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Mercer Global Advisors's STXV Position: Q2 2025 in Review

Mercer Global Advisors sold out of Strive 1000 Value ETF (STXV) in Q2 2025, closing a stake of 12,400 shares — an estimated $378K sold.

Mercer Global Advisors first reported a position in STXV in Q4 2024 and held it in 2 quarters. The position peaked at $378K in Q1 2025. 23 funds tracked by Wall St. Rank hold STXV as of Q2 2025.

  • Mercer Global Advisors reported no remaining Strive 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 12,400 Strive 1000 Value ETF shares in Q2 2025, an estimated $378K.
  • Mercer Global Advisors first reported a position in Strive 1000 Value ETF in Q4 2024 and held it in 2 quarters.
  • Mercer Global Advisors's Strive 1000 Value ETF position peaked at $378K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.