MGMERCER GLOBAL ADVISORS INC /ADV
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,347 positions
ISHARES MSCI USA MOMENTUM FACTOR ETF | 2.1M | $332.9M | 4.2% | $112.23 | +35.33% | 8 qtrssince 2019-Q1 | Increased 59 |
ISHARES MSCI USA QUALITY FACTOR ETF | 2.7M | $317.6M | 4.0% | $85.69 | +26.62% | 8 qtrssince 2019-Q1 | Increased 60 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 3.7M | $306.5M | 3.8% | $66.83 | +4.20% | 8 qtrssince 2019-Q1 | Increased 71 |
ISHARES MSCI USA VALUE FACTOR ETF | 3.1M | $273.5M | 3.4% | $65.64 | +14.33% | 8 qtrssince 2019-Q1 | Increased 60 |
Apple Inc. | 38,380 | $233.9M | 2.9% | $50.36 | +155.81% | 8 qtrssince 2019-Q1 | Decreased 0 |
| 2.8M | $231.9M | 2.9% | — | — | 8 qtrssince 2019-Q1 | Increased 63 | |
ISHARES TR | 1.9M | $219.2M | 2.7% | $94.06 | +5.83% | 8 qtrssince 2019-Q1 | Increased 63 |
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 3.8M | $187M | 2.3% | $44.17 | +2.80% | 8 qtrssince 2019-Q1 | Increased 54 |
ISHARES MSCI INTL VALUE FACTOR ETF | 6.9M | $158M | 2.0% | $16.59 | +10.77% | 8 qtrssince 2019-Q1 | Increased 51 |
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 3.4M | $155.7M | 1.9% | $34.69 | +23.02% | 8 qtrssince 2019-Q1 | Increased 50 |
ISHARES MSCI INTL QUALITY FACTOR ETF | 4.3M | $155.1M | 1.9% | $25.25 | +22.47% | 8 qtrssince 2019-Q1 | Increased 52 |
ISHARES MSCI INTL MOMENTUM FACTOR ETF | 4.1M | $154.7M | 1.9% | $24.55 | +26.86% | 8 qtrssince 2019-Q1 | Increased 51 |
iShares Trust CORE S&P500 ETF | 402,174 | $151M | 1.9% | $255.59 | +35.64% | 8 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB U.S. LARGE-CAP ETF | 1.3M | $120.6M | 1.5% | $12.83 | +9.69% | 8 qtrssince 2019-Q1 | Increased 71 |
ISHARES EMERGING MARKETS EQUITY FACTOR ETF | 2.4M | $116M | 1.4% | $33.43 | +22.13% | 8 qtrssince 2019-Q1 | Increased 51 |
Microsoft Corp. | 518,782 | $115.4M | 1.4% | $135.61 | +56.39% | 8 qtrssince 2019-Q1 | Increased 51 |
ISHARES NATIONAL MUNI BOND ETF | 863,424 | $101.2M | 1.3% | $96.37 | +5.07% | 8 qtrssince 2019-Q1 | Increased 53 |
iShares Trust RUS 1000 GRW ETF | 373,853 | $90.2M | 1.1% | $36.01 | +61.94% | 8 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 26,646 | $86.8M | 1.1% | $112.86 | +44.29% | 8 qtrssince 2019-Q1 | Increased 51 |
SCHWAB INTERNATIONAL EQUITY ETF | 2.3M | $82M | 1.0% | $13.78 | +11.05% | 8 qtrssince 2019-Q1 | Increased 65 |
MERCER GLOBAL ADVISORS INC /ADV manages $8B across 1347 positions as of Q4 2020. Top holdings: MTUM (4.2%), QUAL (4.0%), VCSH (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 188 new positions, 77 exits, 611 increased. Top move: VCSH (INCREASED, conviction 71). Portfolio: $8.0B across 1347 positions.
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Portfolio allocation by GICS sector
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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
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