Mercer Global Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Mercer Global Advisors’s Portfolio HTEC Stock Details HTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,409	Closed	-$280K	–	1976
2023 Q1	$280K	Sell	9,409 -1,430	-13%	-$43K	﹤0.01%	1554
2022 Q4	$313K	Sell	10,839 -1,031	-9%	-$29.5K	﹤0.01%	1480
2022 Q3	$321K	Buy	11,870 +1,215	+11%	+$37.1K	﹤0.01%	1364
2022 Q2	$309K	Sell	10,655 -310	-3%	-$9.6K	﹤0.01%	1408
2022 Q1	$399K	Buy	10,965 +368	+3%	+$13.6K	﹤0.01%	1354
2021 Q4	$462K	Sell	10,597 -740	-7%	-$33.1K	﹤0.01%	1253
2021 Q3	$517K	Buy	+11,337	New	+$540K	﹤0.01%	1150
2021 Q1	–	Sell	-11,693	Closed	-$511K	–	1646
2020 Q4	$511K	Sell	11,693 -1,886	-14%	-$73.8K	0.01%	849
2020 Q3	$418K	Buy	+13,579	New	+$456K	0.01%	844
2020 Q2	–	Sell	-13,635	Closed	-$320K	–	1080
2020 Q1	$320K	Buy	+13,635	New	+$353K	0.01%	785

Other funds holding HTEC

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mercer Global Advisors's HTEC Position: Q2 2023 in Review

Mercer Global Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q2 2023, closing a stake of 9,409 shares — an estimated $280K sold.

Mercer Global Advisors first reported a position in HTEC in Q1 2020 and held it in 10 quarters. The position peaked at $517K in Q3 2021. 35 funds tracked by Wall St. Rank hold HTEC as of Q2 2023.

Mercer Global Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q2 2023 after selling out during the quarter.
Mercer Global Advisors sold 9,409 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2023, an estimated $280K.
Mercer Global Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2020 and held it in 10 quarters.
Mercer Global Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $517K in Q3 2021.
35 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2023.

Based on Mercer Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.