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iShares FTSE NAREIT Real Est 50 Ind shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in iShares FTSE NAREIT Real Est 50 Ind

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All positions including iShares FTSE NAREIT Real Est 50 Ind held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 76k 52.87
2024-03-31 $4.1M 76k 53.79
2023-12-31 $4.1M 75k 54.29
2023-09-30 $3.4M 73k 47.19
2023-06-30 $3.6M 70k 51.40
2023-03-31 $3.8M 75k 50.40
2022-12-31 $4.6M 92k 49.45
2022-09-30 $3.7M 79k 47.50
2022-06-30 $3.4M 64k 53.41
2022-03-31 $4.3M 67k 64.65
2021-12-31 $5.1M 76k 67.60
2021-09-30 $3.8M 64k 58.65
2021-06-30 $3.7M 64k 58.33
2021-03-31 $3.9M 74k 52.40
2020-12-31 $4.0M 82k 48.41
2020-09-30 $4.3M 99k 43.74
2020-06-30 $4.0M 93k 43.48
2020-03-31 $5.0M 129k 39.17
2019-12-31 $7.3M 135k 54.59
2019-09-30 $2.2M 39k 55.53
2019-06-30 $2.3M 44k 52.02
2019-03-31 $1.1M 22k 51.72

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 iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind