test

Spencer Ferguson

@Mercer Global Advisors Inc Adv

Latest period2024 - Q3ReportedManaged Assets$42.731BTotal holdings1952
Assets growth rate16.5%Assets growth rate (2-Q avg)10.38%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Mercer Global Advisors Inc Adv's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1952 positions.

Assets under management

The assets under management (AUM) of Mercer Global Advisors Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 42.731B in assets, with a quarterly growth rate of 16.5% and a 2-quarter average growth rate of 10.38%. The portfolio is managed by Spencer Ferguson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -3.62%
0.84%
$358.675M
627,404 shares@ $571.69 avg price
QUALIshares Tr
Recent Activity
Decreased -23.48%
0.66%
$279.748M
1.813M shares@ $154.28 avg price
IWBIshares Tr
Recent Activity
Decreased -1.51%
0.58%
$244.919M
785,820 shares@ $311.68 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.03%
0.54%
$226.557M
388,403 shares@ $583.31 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -3.35%
0.51%
$215.751M
3.505M shares@ $61.57 avg price
VLUEIshares Tr
Recent Activity
Decreased -29.79%
0.46%
$192.704M
1.778M shares@ $108.38 avg price
USMVIshares Tr
Recent Activity
Decreased -11.16%
0.42%
$175.324M
1.923M shares@ $91.16 avg price
RJFRaymond James Finl Inc
Recent Activity
Decreased -1.66%
0.38%
$162.073M
1.318M shares@ $123.0 avg price
IWFIshares Tr
Recent Activity
Decreased -13.1%
0.38%
$160.968M
433,906 shares@ $370.98 avg price
IQLTIshares Tr
Recent Activity
Decreased -19.51%
0.37%
$156.71M
3.801M shares@ $41.24 avg price