Merriman Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-57,900	Closed	-$1.05M	–	200
2019 Q1	$1.05M	Buy	+57,900	New	+$1.05M	0.2%	93
2018 Q4	–	Sell	-79,700	Closed	-$1.62M	–	178
2018 Q3	$1.62M	Buy	+79,700	New	+$1.62M	0.34%	49
2018 Q1	–	Sell	-116,100	Closed	-$2.71M	–	189
2017 Q4	$2.71M	Buy	116,100 +400	+0.3%	+$9.25K	0.66%	40
2017 Q3	$2.72M	Hold	115,700	–	–	0.65%	42
2017 Q2	$2.54M	Hold	115,700	–	–	0.71%	41
2017 Q1	$2.35M	Hold	115,700	–	–	0.57%	47
2016 Q4	$2.19M	Buy	115,700 +67,800	+142%	+$1.23M	0.6%	43
2016 Q3	$822K	Buy	+47,900	New	+$794K	0.17%	97
2015 Q3	–	Sell	-18,300	Closed	-$435K	–	42
2015 Q2	$435K	Buy	+18,300	New	+$437K	0.87%	18
2014 Q2	–	Sell	-31,810	Closed	-$819K	–	41
2014 Q1	$819K	Sell	31,810 -1,390	-4%	-$35K	0.85%	24
2013 Q4	$834K	Buy	+33,200	New	+$796K	0.35%	48

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Merriman Wealth Management's EUFN Position: Q2 2019 in Review

Merriman Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2019, closing a stake of 57,900 shares — an estimated $1.05M sold.

Merriman Wealth Management first reported a position in EUFN in Q4 2013 and held it in 11 quarters. The position peaked at $2.72M in Q3 2017. 92 funds tracked by Wall St. Rank hold EUFN as of Q2 2019.

Merriman Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2019 after selling out during the quarter.
Merriman Wealth Management sold 57,900 iShares MSCI Europe Financials ETF shares in Q2 2019, an estimated $1.05M.
Merriman Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2013 and held it in 11 quarters.
Merriman Wealth Management's iShares MSCI Europe Financials ETF position peaked at $2.72M in Q3 2017.
92 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2019.

Based on Merriman Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.