Mercer Global Advisors’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy	+21,873	New	+$1.14M	﹤0.01%	1524
2025 Q2	–	Sell	-22,360	Closed	-$957K	–	2395
2025 Q1	$957K	Buy	22,360 +10,013	+81%	+$453K	﹤0.01%	1166
2024 Q4	$559K	Buy	+12,347	New	+$561K	﹤0.01%	1388
2024 Q1	–	Sell	-5,853	Closed	-$213K	–	2161
2023 Q4	$213K	Buy	+5,853	New	+$199K	﹤0.01%	1804
2023 Q3	–	Sell	-10,074	Closed	-$341K	–	2067
2023 Q2	$341K	Hold	10,074	–	–	﹤0.01%	1438
2023 Q1	$311K	Buy	+10,074	New	+$302K	﹤0.01%	1493

Other funds holding XVV

UOCIM

University of Cambridge Investment Management Cambridge $93.9M AUM

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q1 2026: 21,873 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in XVV as recently as Q1 2025.

Mercer Global Advisors first reported a position in XVV in Q1 2023 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold XVV as of Q1 2026.

Mercer Global Advisors held 21,873 shares of iShares ESG Screened S&P 500 ETF worth $1.08M as of Q1 2026.
iShares ESG Screened S&P 500 ETF was a new Mercer Global Advisors position in Q1 2026.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1524 holding.
Mercer Global Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2023 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q1 2026.

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