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Listed Fd Tr shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Listed Fd Tr (UMMA) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Listed Fd Tr by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $957k 39k 24.78
2024-03-31 $205k 8.5k 24.04

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 Listed Fd Tr

RFG Advisory
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Mercer Global Advisors
Wealth Enhancement Advisory Services
Jane Street
Apollon Wealth Management
Farther Finance Advisors
Y.D. More Investments
IFG Advisors
Courage Miller Partners
TD Waterhouse Canada
Providence Capital Advisors
Jaffetilchin Investment Partners
IFP Advisors

View all funds holding Listed Fd Tr