Mercer Global Advisors »

Unified Ser Tr shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Unified Ser Tr by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $880k 25k 35.88
2024-03-31 $1.3M 34k 37.93
2023-12-31 $1.7M 46k 37.01
2023-09-30 $2.2M 63k 34.45

More positions owned by Mercer Global Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Intl Moment (IMTM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Eli Lilly & Co. (LLY)

View all positions for Mercer Global Advisors

Top funds holding Unified Ser Tr

Consolidated Planning Corp
HighTower Advisors
Stifel Financial
Lokken Investment Group
First City Capital Management
Hedeker Wealth Management
Rockefeller Capital Management
Weaver Consulting Group
Raymond James & Associates
TNB Financial
Envestnet Asset Management
Cape Investment Advisory
U.S. Capital Wealth Advisors
Steward Partners Investment Advisory
Janney Montgomery Scott

View all funds holding Unified Ser Tr