Merriman Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-28,701	Closed	-$928K	–	200
2023 Q2	$928K	Sell	28,701 -94	-0.3%	-$3.1K	0.05%	111
2023 Q1	$929K	Buy	28,795 +94	+0.3%	+$3.02K	0.05%	96
2022 Q4	$880K	Buy	+28,701	New	+$842K	0.05%	109
2022 Q2	–	Sell	-30,000	Closed	-$1.01M	–	182
2022 Q1	$1.01M	Hold	30,000	–	–	0.08%	83
2021 Q4	$994K	Buy	+30,000	New	+$991K	0.07%	103
2021 Q3	–	Sell	-38,000	Closed	-$1.24M	–	206
2021 Q2	$1.24M	Buy	38,000 +18,000	+90%	+$597K	0.11%	104
2021 Q1	$626K	Buy	+20,000	New	+$617K	0.07%	116
2020 Q1	–	Sell	-30,000	Closed	-$1.02M	–	165
2019 Q4	$1.02M	Buy	+30,000	New	+$976K	0.2%	97
2019 Q3	–	Sell	-44,300	Closed	-$14.4K	–	181
2019 Q2	$14.4K	Sell	44,300 -5,200	-11%	-$171K	0.28%	66
2019 Q1	$1.63M	Buy	+49,500	New	+$1.58M	0.31%	63

Other funds holding EWU

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q3 2023, closing a stake of 28,701 shares — an estimated $928K sold.

Merriman Wealth Management first reported a position in EWU in Q1 2019 and held it in 10 quarters. The position peaked at $1.63M in Q1 2019. 221 funds tracked by Wall St. Rank hold EWU as of Q3 2023.

Merriman Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q3 2023 after selling out during the quarter.
Merriman Wealth Management sold 28,701 iShares MSCI United Kingdom ETF shares in Q3 2023, an estimated $928K.
Merriman Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2019 and held it in 10 quarters.
Merriman Wealth Management's iShares MSCI United Kingdom ETF position peaked at $1.63M in Q1 2019.
221 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q3 2023.

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