Merriman Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-25,907	Closed	-$1.12M	–	175
2018 Q2	$1.12M	Sell	25,907 -4,608	-15%	-$213K	0.26%	67
2018 Q1	$1.47M	Buy	+30,515	New	+$1.5M	0.39%	58
2017 Q4	–	Sell	-8,520	Closed	-$382K	–	169
2017 Q3	$382K	Buy	+8,520	New	+$375K	0.09%	116
2017 Q2	–	Sell	-6,220	Closed	-$245K	–	121
2017 Q1	$245K	Buy	+6,220	New	+$236K	0.06%	119
2014 Q1	–	Sell	-155,193	Closed	-$6.49M	–	48
2013 Q4	$6.49M	Sell	155,193 -1,262	-0.8%	-$52.8K	2.75%	18
2013 Q3	$6.38M	Buy	+156,455	New	+$6.19M	3.33%	17

Other funds holding EEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

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

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Merriman Wealth Management's EEM Position: Q3 2018 in Review

Merriman Wealth Management sold out of iShares MSCI Emerging Markets ETF (EEM) in Q3 2018, closing a stake of 25,907 shares — an estimated $1.12M sold.

Merriman Wealth Management first reported a position in EEM in Q3 2013 and held it in 6 quarters. The position peaked at $6.49M in Q4 2013. 1,111 funds tracked by Wall St. Rank hold EEM as of Q3 2018.

Merriman Wealth Management reported no remaining iShares MSCI Emerging Markets ETF position as of Q3 2018 after selling out during the quarter.
Merriman Wealth Management sold 25,907 iShares MSCI Emerging Markets ETF shares in Q3 2018, an estimated $1.12M.
Merriman Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q3 2013 and held it in 6 quarters.
Merriman Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $6.49M in Q4 2013.
1,111 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q3 2018.

Based on Merriman Wealth Management's 13F filing for Q3 2018, filed 6 Nov 2018.