Merriman Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-19,800	Closed	-$550K	–	202
2019 Q1	$550K	Buy	+19,800	New	+$523K	0.1%	125
2015 Q3	–	Sell	-35,400	Closed	-$1.09M	–	43
2015 Q2	$1.09M	Buy	35,400 +5,400	+18%	+$167K	2.18%	11
2015 Q1	$912K	Buy	+30,000	New	+$850K	0.93%	26
2014 Q2	–	Sell	-37,250	Closed	-$1.31M	–	43
2014 Q1	$1.31M	Buy	+37,250	New	+$1.22M	1.36%	18

Other funds holding EWI

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Merriman Wealth Management's EWI Position: Q2 2019 in Review

Merriman Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q2 2019, closing a stake of 19,800 shares — an estimated $550K sold.

Merriman Wealth Management first reported a position in EWI in Q1 2014 and held it in 4 quarters. The position peaked at $1.31M in Q1 2014. 63 funds tracked by Wall St. Rank hold EWI as of Q2 2019.

Merriman Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q2 2019 after selling out during the quarter.
Merriman Wealth Management sold 19,800 iShares MSCI Italy ETF shares in Q2 2019, an estimated $550K.
Merriman Wealth Management first reported a position in iShares MSCI Italy ETF in Q1 2014 and held it in 4 quarters.
Merriman Wealth Management's iShares MSCI Italy ETF position peaked at $1.31M in Q1 2014.
63 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2019.

Based on Merriman Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.