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Herzfeld Caribbean Basin shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Herzfeld Caribbean Basin (HERZ) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Herzfeld Caribbean Basin

Tip: Access up to 7 years of quarterly data

All positions including Herzfeld Caribbean Basin held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Herzfeld Caribbean Basin by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $464 27 17.19

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Ishares Tr National Mun Etf (MUB)

View all positions for Mercer Global Advisors

Top funds holding Herzfeld Caribbean Basin

Thomas J. Herzfeld Advisors
Envestnet Asset Management
Rsm Us Wealth Management
CSS
Private Advisor
Advisor Group Holdings
International Assets Investment Management
Blue Bell Private Wealth Management
Morgan Stanley
Rockefeller Capital Management
Royal Bank of Canada
Jpmorgan Chase & Co
Mercer Global Advisors
CoreCap Advisors

View all funds holding Herzfeld Caribbean Basin