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 New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q3 2023, closing a stake of 21,052 shares — an estimated $737K sold.

Merriman Wealth Management first reported a position in EWC in Q1 2016 and held it in 8 quarters. The position peaked at $807K in Q4 2022. 267 funds tracked by Wall St. Rank hold EWC as of Q3 2023.

Merriman Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q3 2023 after selling out during the quarter.
Merriman Wealth Management sold 21,052 iShares MSCI Canada ETF shares in Q3 2023, an estimated $737K.
Merriman Wealth Management first reported a position in iShares MSCI Canada ETF in Q1 2016 and held it in 8 quarters.
Merriman Wealth Management's iShares MSCI Canada ETF position peaked at $807K in Q4 2022.
267 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q3 2023.

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