Mercer Investments’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Mercer Investments’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-2,236	Closed	-$81.7K	–	6
2016 Q4	$81.7K	Sell	2,236 -17,405	-89%	-$635K	0.15%	8
2016 Q3	$735K	Buy	19,641 +17,405	+778%	+$640K	0.43%	7
2016 Q2	$79.1K	Hold	2,236	–	–	0.09%	9
2016 Q1	$80.2K	Hold	2,236	–	–	0.08%	10
2015 Q4	$82.1K	Hold	2,236	–	–	0.07%	10
2015 Q3	$79.7K	Buy	+2,236	New	+$85.9K	0.07%	9

Other funds holding VEA

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Mercer Investments's VEA Position: Q1 2017 in Review

Mercer Investments sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2017, closing a stake of 2,236 shares — an estimated $81.7K sold.

Mercer Investments first reported a position in VEA in Q3 2015 and held it in 6 quarters. The position peaked at $735K in Q3 2016. 795 funds tracked by Wall St. Rank hold VEA as of Q1 2017.

Mercer Investments reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2017 after selling out during the quarter.
Mercer Investments sold 2,236 Vanguard FTSE Developed Markets ETF shares in Q1 2017, an estimated $81.7K.
Mercer Investments first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2015 and held it in 6 quarters.
Mercer Investments's Vanguard FTSE Developed Markets ETF position peaked at $735K in Q3 2016.
795 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2017.

Based on Mercer Investments's 13F filing for Q1 2017, filed 12 May 2017.