NEI
SVV icon

Northwest & Ethical Investments’s Savers SVV Stock Holding History

Northwest & Ethical Investments’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$585K Hold
78,642
– – 0.01% 378
2025
Q4 		$735K Sell
78,642
-52,639
-40% -$541K 0.02% 348
2025
Q3 		$1.74M Buy
131,281
+9,120
+7% +$105K 0.04% 279
2025
Q2 		$1.25M Buy
122,161
+41,693
+52% +$408K 0.03% 306
2025
Q1 		$555K Sell
80,468
-11,876
-13% -$110K 0.02% 379
2024
Q4 		$947K Sell
92,344
-7,156
-7% -$71.1K 0.03% 310
2024
Q3 		$1.05M Buy
99,500
+47,100
+90% +$480K 0.03% 296
2024
Q2 		$641K Buy
+52,400
New +$782K 0.02% 326

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM