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Merriman Wealth Management’s iShares MSCI Germany ETF EWG Stock Holding History

Merriman Wealth Management’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-240
Closed -$295K – 42
2014
Q1 		$295K Buy
+240
New +$7.41K 0.31% 34

Other funds holding EWG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares MSCI Germany ETF (EWG) in Q3 2023, closing a stake of 36,718 shares — an estimated $1.05M sold.

Merriman Wealth Management first reported a position in EWG in Q2 2013 and held it in 16 quarters. The position peaked at $2.6M in Q2 2021. 165 funds tracked by Wall St. Rank hold EWG as of Q3 2023.

  • Merriman Wealth Management reported no remaining iShares MSCI Germany ETF position as of Q3 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 36,718 iShares MSCI Germany ETF shares in Q3 2023, an estimated $1.05M.
  • Merriman Wealth Management first reported a position in iShares MSCI Germany ETF in Q2 2013 and held it in 16 quarters.
  • Merriman Wealth Management's iShares MSCI Germany ETF position peaked at $2.6M in Q2 2021.
  • 165 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2023.

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