Mercer Global Advisors
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Mercer Global Advisors’s Franklin US Core Dividend Tilt Index ETF UDIV Stock Holding History

Mercer Global Advisors’s Portfolio UDIV Stock Details UDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,268
Closed -$705K – 3347
2025
Q4 		$705K Buy
13,268
+62
+0.5% +$3.27K ﹤0.01% 1655
2025
Q3 		$692K Buy
+13,206
New +$663K ﹤0.01% 1562

Other funds holding UDIV

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

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

Mercer Global Advisors sold out of Franklin US Core Dividend Tilt Index ETF (UDIV) in Q1 2026, closing a stake of 13,268 shares — an estimated $705K sold.

Mercer Global Advisors first reported a position in UDIV in Q3 2025 and held it in 2 quarters. The position peaked at $705K in Q4 2025. 35 funds tracked by Wall St. Rank hold UDIV as of Q1 2026.

  • Mercer Global Advisors reported no remaining Franklin US Core Dividend Tilt Index ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 13,268 Franklin US Core Dividend Tilt Index ETF shares in Q1 2026, an estimated $705K.
  • Mercer Global Advisors first reported a position in Franklin US Core Dividend Tilt Index ETF in Q3 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Franklin US Core Dividend Tilt Index ETF position peaked at $705K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Franklin US Core Dividend Tilt Index ETF as of Q1 2026.

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