MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,624 positions
ISHARES MSCI USA QUALITY FACTOR ETF | 3.2M | $386.4M | 3.5% | $89.65 | +27.41% | 9 qtrssince 2019-Q1 | Increased 66 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 4.6M | $378.3M | 3.4% | $67.30 | +2.84% | 9 qtrssince 2019-Q1 | Increased 70 |
ISHARES MSCI USA MOMENTUM FACTOR ETF | 2.3M | $372.1M | 3.4% | $116.47 | +30.13% | 9 qtrssince 2019-Q1 | Increased 64 |
ISHARES MSCI USA VALUE FACTOR ETF | 3.4M | $343.6M | 3.1% | $67.07 | +32.52% | 9 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 2.6M | $300.7M | 2.7% | $94.69 | +1.58% | 9 qtrssince 2019-Q1 | Increased 71 |
| 3.4M | $280.1M | 2.5% | — | — | 9 qtrssince 2019-Q1 | Increased 64 | |
Apple Inc. | 2.3M | $279.7M | 2.5% | $117.62 | +0.97% | 9 qtrssince 2019-Q1 | Increased 85 |
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 4.1M | $203.2M | 1.8% | $44.27 | +2.35% | 9 qtrssince 2019-Q1 | Increased 53 |
ISHARES MSCI INTL VALUE FACTOR ETF | 7.4M | $188.4M | 1.7% | $16.85 | +21.13% | 9 qtrssince 2019-Q1 | Increased 52 |
SCHWAB U.S. LARGE-CAP ETF | 2M | $187.6M | 1.7% | $13.50 | +10.43% | 9 qtrssince 2019-Q1 | Increased 66 |
ISHARES MSCI INTL QUALITY FACTOR ETF | 5.1M | $186.7M | 1.7% | $26.21 | +20.56% | 9 qtrssince 2019-Q1 | Increased 56 |
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 3.5M | $185.5M | 1.7% | $35.24 | +39.05% | 9 qtrssince 2019-Q1 | Increased 50 |
SCHWAB INTERNATIONAL EQUITY ETF | 4.7M | $176.3M | 1.6% | $15.06 | +7.16% | 9 qtrssince 2019-Q1 | Increased 77 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 435,542 | $172.6M | 1.6% | $338.82 | +8.70% | 9 qtrssince 2019-Q1 | Increased 77 |
iShares Trust CORE S&P500 ETF | 426,121 | $169.5M | 1.5% | $261.95 | +40.73% | 9 qtrssince 2019-Q1 | Increased 51 |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | 4.5M | $168.1M | 1.5% | $25.08 | +24.02% | 9 qtrssince 2019-Q1 | Increased 52 |
Microsoft Corp. | 659,437 | $155.5M | 1.4% | $154.74 | +45.61% | 9 qtrssince 2019-Q1 | Increased 59 |
ISHARES EMERGING MARKETS EQUITY FACTOR ETF | 2.6M | $134.5M | 1.2% | $34.29 | +26.06% | 9 qtrssince 2019-Q1 | Increased 52 |
ISHARES NATIONAL MUNI BOND ETF | 1.1M | $124.7M | 1.1% | $97.20 | +3.48% | 9 qtrssince 2019-Q1 | Increased 58 |
Amazon.com, Inc. | 32,421 | $100.3M | 0.9% | $120.31 | +28.59% | 9 qtrssince 2019-Q1 | Increased 51 |
MERCER GLOBAL ADVISORS INC /ADV manages $11B across 1624 positions as of Q1 2021. Top holdings: QUAL (3.5%), VCSH (3.4%), MTUM (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 350 new positions, 81 exits, 805 increased. Top move: AAPL (INCREASED, conviction 85). Portfolio: $11.0B across 1624 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR