0000950123-23-009746.txt : 20231109 0000950123-23-009746.hdr.sgml : 20231109 20231109091503 ACCESSION NUMBER: 0000950123-23-009746 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mercer Investments LLC CENTRAL INDEX KEY: 0001409728 IRS NUMBER: 300282430 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12567 FILM NUMBER: 231390328 BUSINESS ADDRESS: STREET 1: 99 HIGH STREET CITY: BOSTON STATE: MA ZIP: 02110-2320 BUSINESS PHONE: 617-747-9525 MAIL ADDRESS: STREET 1: 99 HIGH STREET CITY: BOSTON STATE: MA ZIP: 02110-2320 FORMER COMPANY: FORMER CONFORMED NAME: Mercer Investment Management, Inc. DATE OF NAME CHANGE: 20110927 FORMER COMPANY: FORMER CONFORMED NAME: Mercer Global Investments, Inc. DATE OF NAME CHANGE: 20070814 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001409728 XXXXXXXX 09-30-2023 09-30-2023 false Mercer Investments LLC

99 High Street Boston MA 02110-2320

13F COMBINATION REPORT 028-12567 000133449 801-63730 028-05990 000106609 801-28078 Acadian Asset Management LLC 028-01091 000105778 801-8174 American Century Investment Management Inc. 028-16565 000173198 801-80368 Aristotle Capital Boston, LLC 028-10005 000111298 801-56633 Arrowstreet Capital, Limited Partnership 028-01006 000105519 801-31237 Barrow Hanley Mewhinney & Strauss LLC 028-12019 000106843 801-51087 BlackRock International Limited 028-02204 000110783 801-27797 Brandywine Global Investment Management, LLC 028-10029 000111750 801-60133 Conestoga Capital Advisors, LLC 028-12126 000113360 801-17695 Crossmark Global Investments, Inc. 028-04988 000106422 801-48883 Eagle Capital Management, LLC 028-04634 000106920 801-32888 Eastern Shore Capital Management 028-01185 000106274 801-15724 Frontier Capital Management Co Llc 028-01341 000106487 801-49780 Galliard Capital Management, Inc. 028-14862 000121942 801-61559 Granite Investment Partners LLC 028-04145 000121942 801-61559 GW&K Investment Management, LLC 028-10329 000104863 801-29482 Income Research & Management 028-00255 000105360 801-33949 Invesco Advisers, Inc. 028-16230 000170064 801-79255 Jackson Square Partners, LLC 028-03059 000107022 801-28257 Jacobs Levy Equity Management, Inc. 028-00074 000107959 801-5608 Jennison Associates LLC 028-03495 000105281 801-32726 Jensen Investment Management Inc. 028-15066 000149156 801-69862 Legal & General Investment Management America Inc. 028-00398 000105377 801-170 Loomis Sayles & Co LP 028-06580 000109918 801-47689 LSV Asset Management 028-05267 000105390 801-32108 Macquarie Investment Management Business Trust 028-03673 000106435 801-42023 Manulife Investment Management (US) LLC 028-04632 000108526 801-30067 Martingale Asset Management LP 028-04968 000110045 801-17352 Massachusetts Financial Services Company 028-03719 000106173 801-38751 McKinley Capital Management LLC 028-18628 000142463 801-67314 MetLife Investment Management, LLC 028-00454 000002908 801-3908 Neuberger Berman LLC 028-16538 000167922 801-80153 Ninety One North America, Inc. 028-04668 000107313 801-45153 NISA Investment Advisors, LLC 028-06692 000108222 801-12129 Nomura Asset Management U.S.A. Inc. 028-13785 000139897 801-67539 Origin Asset Management LLP 028-12966 000144594 801-68177 O'Shaughnessy Asset Management, LLC 028-10952 000104559 801-48187 Pacific Investment Management Co LLC 028-04558 000114310 801-60485 Parametric Portfolio Associates LLC 028-03687 000106093 801-15180 Polen Capital Management LLC 028-04217 000105676 801-22808 Prudential Investment Management, Inc. 028-16594 000126765 801-62213 River and Mercantile LLC 028-11487 000134918 801-64175 River Road Asset Management, LLC 028-05734 000137610 801-64820 Sands Capital Management, LLC 028-04731 000105820 801-15834 Schroder Investment Management North America Inc. 028-03381 000106505 801-47232 Segall Bryant & Hamill 028-10472 000118333 801-61004 Silvercrest Asset Management Group LLC 028-00115 000105496 801-856 T. Rowe Price Associates, Inc. 028-00787 000105742 801-6642 TCW Asset Management Company LLC 028-05260 The Commerce Trust Company 028-10665 000106654 801-46604 The London Company of Virginia, LLC 028-05840 000106975 801-51795 Vaughan Nelson Investment Management, L.P. 028-14794 000174314 801-89169 Veritas Asset Management LLP 028-06354 000106189 801-46878 Victory Capital Management Inc. 028-10245 000110441 801-8162 Western Asset Management Company, LLC 028-10220 000146990 801-69413 Westfield Capital Management Co LP 028-17022 000173961 801-80640 William Blair Investment Management, LLC 028-03676 000106940 801-41316 Winslow Capital Management, LLC N Tammy Choe 212-345-5985 /s/ Tammy Choe New York NY 11-08-2023 0 11 62504016 false INFORMATION TABLE 2 27906.xml INFORMATION TABLE FOR FORM 13F iShares ESG Aware MSCI EAFE ETF ETF 46435G516 BBG00D7BBRR8 1006102 14554 SH SOLE 14554 0 0 iShares Core S&P 500 ETF ETF 464287200 BBG000BVZ697 18465 43 SH SOLE 43 0 0 Vanguard Dividend Appreciation ETF ETF 921908844 BBG000P5G869 14433404 92891 SH SOLE 92891 0 0 Vanguard S&P 500 ETF ETF 922908363 BBG0015VYNT4 8580050 21849 SH SOLE 21849 0 0 Vanguard Russell 2000 Value Index Fund ETF ETF 92206C649 BBG0016N87C3 853771 7151 SH SOLE 7151 0 0 VanEck Israel ETF ETF 92189F635 BBG004QBRSZ9 1024267 30544 SH SOLE 30544 0 0 CIA CERVECERIAS UNI SPON ADR 204429104 BBG000BBCT50 3104401 246381 SH SOLE 246381 0 0 FOMENTO ECONOMICO MEX SP ADR 344419106 BBG000BD33X2 18959137 173698 SH SOLE 173698 0 0 FRANCO NEVADA CORP COM 351858105 BBG000RD3CL8 9301583 69680 SH SOLE 69380 0 0 MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 5103217 4025 SH SOLE 4025 0 0 iShares 0-5 Year TIPS Bond ETF ETF 46429B747 BBG0019SRJP8 119619 1234 SH SOLE 1234 0 0