Merriman Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-32,084	Closed	-$723K	–	195
2023 Q2	$723K	Buy	+32,084	New	+$734K	0.04%	123
2023 Q1	–	Sell	-38,289	Closed	-$851K	–	199
2022 Q4	$851K	Buy	+38,289	New	+$833K	0.04%	112
2013 Q4	–	Sell	-15,600	Closed	-$394K	–	92
2013 Q3	$394K	Buy	+15,600	New	+$375K	0.21%	46

Other funds holding EWA

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

Merriman Wealth Management's EWA Position: Q3 2023 in Review

Merriman Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q3 2023, closing a stake of 32,084 shares — an estimated $723K sold.

Merriman Wealth Management first reported a position in EWA in Q3 2013 and held it in 3 quarters. The position peaked at $851K in Q4 2022. 174 funds tracked by Wall St. Rank hold EWA as of Q3 2023.

Merriman Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q3 2023 after selling out during the quarter.
Merriman Wealth Management sold 32,084 iShares MSCI Australia ETF shares in Q3 2023, an estimated $723K.
Merriman Wealth Management first reported a position in iShares MSCI Australia ETF in Q3 2013 and held it in 3 quarters.
Merriman Wealth Management's iShares MSCI Australia ETF position peaked at $851K in Q4 2022.
174 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q3 2023.

Based on Merriman Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.