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Swiss Helvetia Fund shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Swiss Helvetia Fund (SWZ) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Swiss Helvetia Fund

Tip: Access up to 7 years of quarterly data

All positions including Swiss Helvetia Fund held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Swiss Helvetia Fund by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.6k 1.6k 5.94

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 Swiss Helvetia Fund

CSS
Bank of America Corporation
Deschutes Portfolio Strategy
ICON Advisers
Saba Capital Management
Shaker Financial Services
Logan Stone Capital
Blue Bell Private Wealth Management
Evolve Private Wealth
Yakira Capital Management
Almitas Capital
Landscape Capital Management
Gardner Russo & Gardner
Uncommon Cents Investing
Alpine Partners VI

View all funds holding Swiss Helvetia Fund