Get Premium to unlock powerful stock data

Mercer Global Advisors Inc Buys Vanguard Short-Term Bond ETF, iShares Core S&P 500 ETF, Dimensional International Value ETF, Sells Schwab US Dividend Equity ETF, Vanguard Growth ETF, Schwab U.S. Mid-Cap ETF

Author's Avatar
insider
Nov 10, 2021
Article's Main Image
Investment company Mercer Global Advisors Inc (Current Portfolio) buys Vanguard Short-Term Bond ETF, iShares Core S&P 500 ETF, Dimensional International Value ETF, Schwab U.S. Large-Cap ETF, Vanguard Total International Bond ETF, sells Schwab US Dividend Equity ETF, Vanguard Growth ETF, Schwab U.S. Mid-Cap ETF, Vanguard Dividend Appreciation FTF, Vanguard Value ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Mercer Global Advisors Inc . As of 2021Q3, Mercer Global Advisors Inc owns 1744 stocks with a total value of $14.3 billion. These are the details of the buys and sells.

For the details of MERCER GLOBAL ADVISORS INC 's stock buys and sells, go to https://www.gurufocus.com/guru/mercer+global+advisors+inc+/current-portfolio/portfolio

These are the top 5 holdings of MERCER GLOBAL ADVISORS INC
  1. Vanguard Short-Term Bond ETF (BSV) - 5,849,921 shares, 3.35% of the total portfolio. Shares added by 48.26%
  2. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 3,517,162 shares, 3.24% of the total portfolio. Shares added by 8.94%
  3. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 2,552,676 shares, 3.13% of the total portfolio. Shares added by 6.63%
  4. Vanguard Short-Term Corporate Bond ETF (VCSH) - 4,855,662 shares, 2.80% of the total portfolio. Shares added by 1.91%
  5. iShares Core U.S. Aggregate Bond ETF (AGG) - 3,369,413 shares, 2.70% of the total portfolio. Shares added by 15.79%
New Purchase: Dimensional International Value ETF (DFIV)

Mercer Global Advisors Inc initiated holding in Dimensional International Value ETF. The purchase prices were between $32.07 and $33.47, with an estimated average price of $32.96. The stock is now traded at around $33.735000. The impact to a portfolio due to this purchase was 0.69%. The holding were 3,027,242 shares as of 2021-09-30.

New Purchase: Dimensional World ex U.S. Core Equity 2 ETF (DFAX)

Mercer Global Advisors Inc initiated holding in Dimensional World ex U.S. Core Equity 2 ETF. The purchase prices were between $25.83 and $27.09, with an estimated average price of $26.41. The stock is now traded at around $26.440000. The impact to a portfolio due to this purchase was 0.25%. The holding were 1,389,914 shares as of 2021-09-30.

New Purchase: SPDR Portfolio Aggregate Bond ETF (SPAB)

Mercer Global Advisors Inc initiated holding in SPDR Portfolio Aggregate Bond ETF. The purchase prices were between $29.73 and $30.18, with an estimated average price of $30. The stock is now traded at around $29.785000. The impact to a portfolio due to this purchase was 0.17%. The holding were 814,564 shares as of 2021-09-30.

New Purchase: Invesco Defensive Equity ETF (DEF)

Mercer Global Advisors Inc initiated holding in Invesco Defensive Equity ETF. The purchase prices were between $66.08 and $70, with an estimated average price of $68.24. The stock is now traded at around $70.100000. The impact to a portfolio due to this purchase was 0.17%. The holding were 364,981 shares as of 2021-09-30.

New Purchase: Doximity Inc (DOCS)

Mercer Global Advisors Inc initiated holding in Doximity Inc. The purchase prices were between $46.82 and $102.02, with an estimated average price of $73.18. The stock is now traded at around $71.570000. The impact to a portfolio due to this purchase was 0.13%. The holding were 228,291 shares as of 2021-09-30.

New Purchase: Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)

Mercer Global Advisors Inc initiated holding in Invesco S&P 500 Equal Weight Consumer Staples ETF. The purchase prices were between $154.04 and $163.21, with an estimated average price of $159.47. The stock is now traded at around $160.890000. The impact to a portfolio due to this purchase was 0.11%. The holding were 104,322 shares as of 2021-09-30.

Added: Vanguard Short-Term Bond ETF (BSV)

Mercer Global Advisors Inc added to a holding in Vanguard Short-Term Bond ETF by 48.26%. The purchase prices were between $81.75 and $82.18, with an estimated average price of $81.96. The stock is now traded at around $81.330000. The impact to a portfolio due to this purchase was 1.09%. The holding were 5,849,921 shares as of 2021-09-30.

Added: iShares Core S&P 500 ETF (IVV)

Mercer Global Advisors Inc added to a holding in iShares Core S&P 500 ETF by 54.48%. The purchase prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $464.580000. The impact to a portfolio due to this purchase was 0.84%. The holding were 789,963 shares as of 2021-09-30.

Added: Schwab U.S. Large-Cap ETF (SCHX)

Mercer Global Advisors Inc added to a holding in Schwab U.S. Large-Cap ETF by 22.79%. The purchase prices were between $102.71 and $109.52, with an estimated average price of $106.69. The stock is now traded at around $112.022300. The impact to a portfolio due to this purchase was 0.43%. The holding were 3,182,810 shares as of 2021-09-30.

Added: Vanguard Total International Bond ETF (BNDX)

Mercer Global Advisors Inc added to a holding in Vanguard Total International Bond ETF by 75.41%. The purchase prices were between $56.88 and $57.94, with an estimated average price of $57.51. The stock is now traded at around $57.005000. The impact to a portfolio due to this purchase was 0.42%. The holding were 2,429,389 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Mercer Global Advisors Inc added to a holding in BTC iShares MSCI USA Min Vol Factor ETF by 41.42%. The purchase prices were between $73.5 and $77.99, with an estimated average price of $75.9. The stock is now traded at around $77.700000. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,583,437 shares as of 2021-09-30.

Added: iShares MSCI ACWI Ex US Index Fund (ACWX)

Mercer Global Advisors Inc added to a holding in iShares MSCI ACWI Ex US Index Fund by 3158.81%. The purchase prices were between $55.41 and $58.44, with an estimated average price of $56.96. The stock is now traded at around $57.150000. The impact to a portfolio due to this purchase was 0.19%. The holding were 521,996 shares as of 2021-09-30.

Sold Out: GoDaddy Inc (GDDY)

Mercer Global Advisors Inc sold out a holding in GoDaddy Inc. The sale prices were between $69.38 and $89.11, with an estimated average price of $77.54.

Sold Out: Incyte Corp (INCY)

Mercer Global Advisors Inc sold out a holding in Incyte Corp. The sale prices were between $68.67 and $84.02, with an estimated average price of $76.11.

Sold Out: (ALXN)

Mercer Global Advisors Inc sold out a holding in . The sale prices were between $179.45 and $186.61, with an estimated average price of $183.84.

Sold Out: FlexShares Global Upstream Natural Resources Index (GUNR)

Mercer Global Advisors Inc sold out a holding in FlexShares Global Upstream Natural Resources Index. The sale prices were between $35.13 and $37.98, with an estimated average price of $36.79.

Sold Out: Invesco S&P 500 Pure Value ETF (RPV)

Mercer Global Advisors Inc sold out a holding in Invesco S&P 500 Pure Value ETF. The sale prices were between $72.23 and $78.63, with an estimated average price of $76.15.

Sold Out: Northwest Natural Holding Co (NWN)

Mercer Global Advisors Inc sold out a holding in Northwest Natural Holding Co. The sale prices were between $45.73 and $54.06, with an estimated average price of $51.13.



Here is the complete portfolio of MERCER GLOBAL ADVISORS INC . Also check out:

1. MERCER GLOBAL ADVISORS INC 's Undervalued Stocks
2. MERCER GLOBAL ADVISORS INC 's Top Growth Companies, and
3. MERCER GLOBAL ADVISORS INC 's High Yield stocks
4. Stocks that MERCER GLOBAL ADVISORS INC keeps buying
Also check out: (Free Trial)

» Take a Free Trial of Premium Membership

Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus