Merriman Wealth Management’s iShares MSCI Japan ETF EWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,562
| Closed | -$963K | – | 198 |
|
|
2023
Q2 | $963K | Hold |
15,562
| – | – | 0.05% | 107 |
|
|
2023
Q1 | $913K | Hold |
15,562
| – | – | 0.05% | 99 |
|
|
2022
Q4 | $847K | Buy |
+15,562
| New | +$819K | 0.04% | 115 |
|
|
2021
Q4 | – | Sell |
-48,501
| Closed | -$3.41M | – | 218 |
|
|
2021
Q3 | $3.41M | Buy |
48,501
+7,804
| +19% | +$540K | 0.28% | 54 |
|
|
2021
Q2 | $2.75M | Sell |
40,697
-5,015
| -11% | -$343K | 0.24% | 61 |
|
|
2021
Q1 | $3.13M | Sell |
45,712
-239
| -0.5% | -$16.6K | 0.36% | 53 |
|
|
2020
Q4 | $3.1M | Sell |
45,951
-15,501
| -25% | -$974K | 0.33% | 58 |
|
|
2020
Q3 | $3.63M | Buy |
61,452
+11,853
| +24% | +$679K | 0.54% | 44 |
|
|
2020
Q2 | $2.72M | Buy |
+49,599
| New | +$2.63M | 0.43% | 46 |
|
|
2020
Q1 | – | Sell |
-40,892
| Closed | -$2.42M | – | 164 |
|
|
2019
Q4 | $2.42M | Buy |
40,892
+21,230
| +108% | +$1.25M | 0.47% | 49 |
|
|
2019
Q3 | $1.12M | Sell |
19,662
-900
| -4% | -$49.3K | 0.23% | 82 |
|
|
2019
Q2 | $11.4K | Sell |
20,562
-19,222
| -48% | -$1.05M | 0.22% | 85 |
|
|
2019
Q1 | $2.18M | Buy |
+39,784
| New | +$2.14M | 0.41% | 54 |
|
|
2018
Q4 | – | Sell |
-85,942
| Closed | -$5.18M | – | 179 |
|
|
2018
Q3 | $5.18M | Buy |
85,942
+67,539
| +367% | +$3.93M | 1.1% | 25 |
|
|
2018
Q2 | $1.07M | Sell |
18,403
-1,015
| -5% | -$61.2K | 0.24% | 69 |
|
|
2018
Q1 | $1.18M | Sell |
19,418
-15,062
| -44% | -$924K | 0.31% | 72 |
|
|
2017
Q4 | $2.07M | Buy |
34,480
+1,103
| +3% | +$64.7K | 0.5% | 50 |
|
|
2017
Q3 | $1.86M | Hold |
33,377
| – | – | 0.44% | 55 |
|
|
2017
Q2 | $1.79M | Buy |
33,377
+16,400
| +97% | +$866K | 0.5% | 48 |
|
|
2017
Q1 | $874K | Buy |
+16,977
| New | +$868K | 0.21% | 83 |
|
|
2016
Q4 | – | Sell |
-17,030
| Closed | -$854K | – | 140 |
|
|
2016
Q3 | $854K | Buy |
17,030
+886
| +5% | +$43.1K | 0.18% | 92 |
|
|
2016
Q2 | $743K | Buy |
+16,144
| New | +$751K | 0.21% | 78 |
|
|
2016
Q1 | – | Sell |
-88,635
| Closed | -$4.23M | – | 53 |
|
|
2015
Q4 | $4.23M | Buy |
+88,635
| New | +$4.35M | 6.17% | 6 |
|
|
2015
Q2 | – | Sell |
-27,002
| Closed | -$1.4M | – | 32 |
|
|
2015
Q1 | $1.4M | Buy |
+27,002
| New | +$1.29M | 1.42% | 22 |
|
|
2014
Q4 | – | Sell |
-96,706
| Closed | -$4.48M | – | 44 |
|
|
2014
Q3 | $4.48M | Buy |
+96,706
| New | +$4.62M | 5.8% | 6 |
|
Other funds holding EWJ
Merriman Wealth Management's EWJ Position: Q3 2023 in Review
Merriman Wealth Management sold out of iShares MSCI Japan ETF (EWJ) in Q3 2023, closing a stake of 15,562 shares — an estimated $963K sold.
Merriman Wealth Management first reported a position in EWJ in Q3 2014 and held it in 25 quarters. The position peaked at $5.18M in Q3 2018. 527 funds tracked by Wall St. Rank hold EWJ as of Q3 2023.
- Merriman Wealth Management reported no remaining iShares MSCI Japan ETF position as of Q3 2023 after selling out during the quarter.
- Merriman Wealth Management sold 15,562 iShares MSCI Japan ETF shares in Q3 2023, an estimated $963K.
- Merriman Wealth Management first reported a position in iShares MSCI Japan ETF in Q3 2014 and held it in 25 quarters.
- Merriman Wealth Management's iShares MSCI Japan ETF position peaked at $5.18M in Q3 2018.
- 527 funds tracked by Wall St. Rank held iShares MSCI Japan ETF as of Q3 2023.
Based on Merriman Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.