Merriman Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-21,052	Closed	-$737K	–	196
2023 Q2	$737K	Buy	+21,052	New	+$729K	0.04%	121
2023 Q1	–	Sell	-24,647	Closed	-$807K	–	200
2022 Q4	$807K	Buy	+24,647	New	+$817K	0.04%	120
2019 Q2	–	Sell	-19,496	Closed	-$539K	–	201
2019 Q1	$539K	Buy	+19,496	New	+$526K	0.1%	127
2017 Q2	–	Sell	-16,396	Closed	-$441K	–	125
2017 Q1	$441K	Buy	16,396 +196	+1%	+$5.29K	0.11%	102
2016 Q4	$424K	Buy	16,200 +400	+3%	+$10.3K	0.12%	97
2016 Q3	$406K	Hold	15,800	–	–	0.08%	109
2016 Q2	$387K	Hold	15,800	–	–	0.11%	86
2016 Q1	$375K	Buy	+15,800	New	+$339K	0.35%	39

Other funds holding EWC

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

State of Tennessee, Department of Treasury

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Bank of America

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

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return