Merriman Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,051	Closed	-$379K	–	199
2023 Q2	$379K	Sell	8,051 -213	-3%	-$9.72K	0.02%	158
2023 Q1	$375K	Hold	8,264	–	–	0.02%	146
2022 Q4	$332K	Buy	+8,264	New	+$368K	0.02%	165
2021 Q4	–	Sell	-17,000	Closed	-$1.05M	–	219
2021 Q3	$1.05M	Hold	17,000	–	–	0.09%	101
2021 Q2	$1.09M	Sell	17,000 -2,700	-14%	-$168K	0.09%	112
2021 Q1	$1.18M	Buy	19,700 +3,514	+22%	+$204K	0.14%	91
2020 Q4	$860K	Buy	+16,186	New	+$790K	0.09%	119

Other funds holding EWT

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q3 2023, closing a stake of 8,051 shares — an estimated $379K sold.

Merriman Wealth Management first reported a position in EWT in Q4 2020 and held it in 7 quarters. The position peaked at $1.18M in Q1 2021. 202 funds tracked by Wall St. Rank hold EWT as of Q3 2023.

Merriman Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q3 2023 after selling out during the quarter.
Merriman Wealth Management sold 8,051 iShares MSCI Taiwan ETF shares in Q3 2023, an estimated $379K.
Merriman Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q4 2020 and held it in 7 quarters.
Merriman Wealth Management's iShares MSCI Taiwan ETF position peaked at $1.18M in Q1 2021.
202 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2023.

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