MI
ISRA icon

Mercer Investments’s VanEck Israel ETF ISRA Stock Holding History

Mercer Investments’s Portfolio ISRA Stock Details ISRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.11M Sell
29,480
-29,481
-50% -$1.06M 1.77% 7
2023
Q4 		$2.07M Buy
58,961
+28,417
+93% +$911K 2.74% 8
2023
Q3 		$1.02M Buy
30,544
+7,351
+32% +$258K 1.64% 7
2023
Q2 		$818K Hold
23,193
– – 1.18% 9
2023
Q1 		$833K Buy
+23,193
New +$851K 1.3% 9

Other funds holding ISRA

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
EEP
Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return
S
Syntrinsic Denver, Colorado $301M AUM 27.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Kempner Capital Management Galveston, Texas $106M AUM 29.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Mercer Investments's ISRA Position: Q1 2024 in Review

Mercer Investments reduced its VanEck Israel ETF (ISRA) stake by 50% in Q1 2024, selling an estimated $1.06M and leaving 29,480 shares worth $1.11M. The position accounts for 1.77% of the portfolio, ranked #7.

Mercer Investments first reported a position in ISRA in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.07M in Q4 2023. 31 funds tracked by Wall St. Rank hold ISRA as of Q1 2024.

  • Mercer Investments held 29,480 shares of VanEck Israel ETF worth $1.11M as of Q1 2024.
  • Mercer Investments sold 29,481 VanEck Israel ETF shares in Q1 2024, an estimated $1.06M.
  • VanEck Israel ETF made up 1.77% of Mercer Investments's portfolio in Q1 2024, its #7 holding.
  • Mercer Investments first reported a position in VanEck Israel ETF in Q1 2023 and has held it in 5 quarters since.
  • Mercer Investments's VanEck Israel ETF position peaked at $2.07M in Q4 2023.
  • 31 funds tracked by Wall St. Rank held VanEck Israel ETF as of Q1 2024.

Based on Mercer Investments's 13F filing for Q1 2024, filed 14 May 2024.