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 Q2	$827K	Sell	14,561 -7,312	-33%	-$404K	﹤0.01%	1900
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 $1.95B AUM 25.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCM

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

JFA

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

Mercer Global Advisors's XVV Position: Q2 2026 in Review

Mercer Global Advisors reduced its iShares ESG Screened S&P 500 ETF (XVV) stake by 33% in Q2 2026, selling an estimated $404K and leaving 14,561 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Mercer Global Advisors first reported a position in XVV in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2026. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

Mercer Global Advisors held 14,561 shares of iShares ESG Screened S&P 500 ETF worth $827K as of Q2 2026.
Mercer Global Advisors sold 7,312 iShares ESG Screened S&P 500 ETF shares in Q2 2026, an estimated $404K.
iShares ESG Screened S&P 500 ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1900 holding.
Mercer Global Advisors first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2023 and has held it in 7 quarters since.
Mercer Global Advisors's iShares ESG Screened S&P 500 ETF position peaked at $1.08M in Q1 2026.
159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.