NEI
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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
Q2 		– Sell
-78,642
Closed -$585K – 571
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 $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Northwest & Ethical Investments's SVV Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Savers (SVV) in Q2 2026, closing a stake of 78,642 shares — an estimated $585K sold.

Northwest & Ethical Investments first reported a position in SVV in Q2 2024 and held it in 8 quarters. The position peaked at $1.74M in Q3 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Savers position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 78,642 Savers shares in Q2 2026, an estimated $585K.
  • Northwest & Ethical Investments first reported a position in Savers in Q2 2024 and held it in 8 quarters.
  • Northwest & Ethical Investments's Savers position peaked at $1.74M in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.