Merriman Wealth Management’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Merriman Wealth Management’s Portfolio DVYE Stock Details DVYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,150	Closed	-$247K	–	159
2017 Q2	$247K	Hold	6,150	–	–	0.07%	104
2017 Q1	$245K	Hold	6,150	–	–	0.06%	118
2016 Q4	$215K	Buy	6,150 +350	+6%	+$12.3K	0.06%	118
2016 Q3	$208K	Buy	+5,800	New	+$207K	0.04%	126

Other funds holding DVYE

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EWM

Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

Merriman Wealth Management's DVYE Position: Q3 2017 in Review

Merriman Wealth Management sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q3 2017, closing a stake of 6,150 shares — an estimated $247K sold.

Merriman Wealth Management first reported a position in DVYE in Q3 2016 and held it in 4 quarters. The position peaked at $247K in Q2 2017. 65 funds tracked by Wall St. Rank hold DVYE as of Q3 2017.

Merriman Wealth Management reported no remaining iShares Emerging Markets Dividend ETF position as of Q3 2017 after selling out during the quarter.
Merriman Wealth Management sold 6,150 iShares Emerging Markets Dividend ETF shares in Q3 2017, an estimated $247K.
Merriman Wealth Management first reported a position in iShares Emerging Markets Dividend ETF in Q3 2016 and held it in 4 quarters.
Merriman Wealth Management's iShares Emerging Markets Dividend ETF position peaked at $247K in Q2 2017.
65 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q3 2017.

Based on Merriman Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.