MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,821 positions
| 9.1M | $697.6M | 4.3% | — | — | 14 qtrssince 2019-Q1 | Increased 58 | |
iShares Edge MSCI USA Momentum Factor ETF | 4.8M | $655M | 4.0% | $130.23 | -0.36% | 14 qtrssince 2019-Q1 | Increased 80 |
Schwab US Large-Cap ETF | 12.9M | $573.9M | 3.5% | $15.48 | -8.90% | 14 qtrssince 2019-Q1 | Increased 68 |
iShares Edge MSCI USE Quality Factor ETF | 4M | $450.8M | 2.8% | $96.81 | +9.90% | 14 qtrssince 2019-Q1 | Increased 57 |
iShares Edge MSCI USE Value Factor ETF | 4.8M | $435.1M | 2.7% | $74.10 | +9.48% | 14 qtrssince 2019-Q1 | Increased 58 |
Apple Inc | 3.2M | $434.7M | 2.7% | $126.29 | +6.04% | 14 qtrssince 2019-Q1 | Increased 59 |
iShares Core U.S. Aggregate Bond ETF | 4.1M | $417.9M | 2.6% | $95.42 | -7.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 11.7M | $369.4M | 2.3% | $15.60 | -10.78% | 14 qtrssince 2019-Q1 | Increased 62 |
VANGUARD SHORT-TERM CORP BOND ETF | 4.7M | $355.6M | 2.2% | $67.42 | -3.02% | 14 qtrssince 2019-Q1 | Decreased 0 |
iShares MSCI Intl Momentum Factor ETF | 10.2M | $304M | 1.9% | $27.26 | -2.79% | 14 qtrssince 2019-Q1 | Increased 66 |
iShares Core S&P 500 ETF | 734,977 | $278.7M | 1.7% | $327.23 | +9.13% | 14 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 7.8M | $242.3M | 1.5% | $28.18 | -0.57% | 14 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 10.9M | $241.7M | 1.5% | $18.00 | +4.94% | 14 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 3.2M | $227.4M | 1.4% | $66.28 | -1.35% | 14 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 4.8M | $225.3M | 1.4% | $39.24 | +13.13% | 14 qtrssince 2019-Q1 | Increased 51 |
Microsoft Corp | 868,007 | $222.9M | 1.4% | $185.00 | +34.07% | 14 qtrssince 2019-Q1 | Increased 51 |
Vanguard Total International Bond ETF | 4.2M | $206.9M | 1.3% | $46.56 | -9.17% | 14 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 2M | $204.2M | 1.2% | $97.52 | -1.31% | 10 qtrssince 2020-Q1 | Increased 60 |
SPDR SER TR | 4.3M | $201.3M | 1.2% | $44.42 | -1.75% | 14 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF Trust | 499,375 | $188.4M | 1.2% | $345.53 | +3.24% | 14 qtrssince 2019-Q1 | Increased 50 |
MERCER GLOBAL ADVISORS INC /ADV manages $16.3B across 1821 positions as of Q2 2022. Top holdings: Vanguard Short-Term Bond ETF (4.3%), MTUM (4.0%), SCHX (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 97 new positions, 141 exits, 887 increased. Top move: MTUM (INCREASED, conviction 80). Portfolio: $16.3B across 1821 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR