Merriman Wealth Management’s iShares MSCI Japan Value ETF EWJV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-35,699	Closed	-$1.02M	–	196
2023 Q3	$1.02M	Hold	35,699	–	–	0.05%	79
2023 Q2	$977K	Hold	35,699	–	–	0.05%	105
2023 Q1	$917K	Hold	35,699	–	–	0.05%	98
2022 Q4	$872K	Buy	+35,699	New	+$831K	0.04%	111

Other funds holding EWJV

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

OAM

Ostrum Asset Management Paris, France $1.78B AUM 27.8% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Merriman Wealth Management's EWJV Position: Q4 2023 in Review

Merriman Wealth Management sold out of iShares MSCI Japan Value ETF (EWJV) in Q4 2023, closing a stake of 35,699 shares — an estimated $1.02M sold.

Merriman Wealth Management first reported a position in EWJV in Q4 2022 and held it in 4 quarters. The position peaked at $1.02M in Q3 2023. 37 funds tracked by Wall St. Rank hold EWJV as of Q4 2023.

Merriman Wealth Management reported no remaining iShares MSCI Japan Value ETF position as of Q4 2023 after selling out during the quarter.
Merriman Wealth Management sold 35,699 iShares MSCI Japan Value ETF shares in Q4 2023, an estimated $1.02M.
Merriman Wealth Management first reported a position in iShares MSCI Japan Value ETF in Q4 2022 and held it in 4 quarters.
Merriman Wealth Management's iShares MSCI Japan Value ETF position peaked at $1.02M in Q3 2023.
37 funds tracked by Wall St. Rank held iShares MSCI Japan Value ETF as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.