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Merriman Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Merriman Wealth Management’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-32,000
Closed -$855K – 205
2021
Q2 		$855K Buy
+32,000
New +$870K 0.07% 123
2016
Q2 		– Sell
-18,700
Closed -$370K – 109
2016
Q1 		$370K Buy
+18,700
New +$342K 0.34% 42

Other funds holding EWH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Merriman Wealth Management's EWH Position: Q3 2021 in Review

Merriman Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q3 2021, closing a stake of 32,000 shares — an estimated $855K sold.

Merriman Wealth Management first reported a position in EWH in Q1 2016 and held it in 2 quarters. The position peaked at $855K in Q2 2021. 123 funds tracked by Wall St. Rank hold EWH as of Q3 2021.

  • Merriman Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q3 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 32,000 iShares MSCI Hong Kong ETF shares in Q3 2021, an estimated $855K.
  • Merriman Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q1 2016 and held it in 2 quarters.
  • Merriman Wealth Management's iShares MSCI Hong Kong ETF position peaked at $855K in Q2 2021.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q3 2021.

Based on Merriman Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.