Merriman Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,723	Closed	-$363K	–	201
2023 Q2	$363K	Buy	+5,723	New	+$359K	0.02%	163
2023 Q1	–	Sell	-7,323	Closed	-$414K	–	201
2022 Q4	$414K	Buy	+7,323	New	+$401K	0.02%	149
2021 Q3	–	Sell	-12,000	Closed	-$1.12M	–	207
2021 Q2	$1.12M	Buy	12,000 +2,000	+20%	+$184K	0.1%	110
2021 Q1	$897K	Hold	10,000	–	–	0.1%	101
2020 Q4	$861K	Hold	10,000	–	–	0.09%	118
2020 Q3	$653K	Hold	10,000	–	–	0.1%	96
2020 Q2	$571K	Buy	+10,000	New	+$528K	0.09%	97
2019 Q2	–	Sell	-13,482	Closed	-$822K	–	204
2019 Q1	$822K	Buy	+13,482	New	+$836K	0.16%	109
2018 Q2	–	Sell	-7,102	Closed	-$536K	–	180
2018 Q1	$536K	Sell	7,102 -20,400	-74%	-$1.53M	0.14%	115
2017 Q4	$2.06M	Buy	27,502 +252	+0.9%	+$18.6K	0.5%	51
2017 Q3	$1.88M	Buy	27,250 +20,000	+276%	+$1.37M	0.45%	54
2017 Q2	$492K	Hold	7,250	–	–	0.14%	79
2017 Q1	$449K	Buy	+7,250	New	+$424K	0.11%	100
2016 Q4	–	Sell	-7,500	Closed	-$436K	–	141
2016 Q3	$436K	Buy	+7,500	New	+$419K	0.09%	104
2016 Q2	–	Sell	-7,350	Closed	-$388K	–	110
2016 Q1	$388K	Sell	7,350 -250	-3%	-$12.1K	0.36%	38
2015 Q4	$369K	Buy	+7,600	New	+$399K	0.54%	29

Other funds holding EWY

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q3 2023, closing a stake of 5,723 shares — an estimated $363K sold.

Merriman Wealth Management first reported a position in EWY in Q4 2015 and held it in 16 quarters. The position peaked at $2.06M in Q4 2017. 242 funds tracked by Wall St. Rank hold EWY as of Q3 2023.

Merriman Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q3 2023 after selling out during the quarter.
Merriman Wealth Management sold 5,723 iShares MSCI South Korea ETF shares in Q3 2023, an estimated $363K.
Merriman Wealth Management first reported a position in iShares MSCI South Korea ETF in Q4 2015 and held it in 16 quarters.
Merriman Wealth Management's iShares MSCI South Korea ETF position peaked at $2.06M in Q4 2017.
242 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2023.

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