Merriman Wealth Management’s iShares MSCI Brazil ETF EWZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,463	Closed	-$382K	–	197
2023 Q3	$382K	Hold	12,463	–	–	0.02%	131
2023 Q2	$404K	Buy	+12,463	New	+$371K	0.02%	151
2023 Q1	–	Sell	-32,796	Closed	-$917K	–	202
2022 Q4	$917K	Sell	32,796 -2,402	-7%	-$73.4K	0.05%	104
2022 Q3	$1.04M	Buy	+35,198	New	+$1.04M	0.07%	60
2020 Q1	–	Sell	-25,795	Closed	-$1.22M	–	167
2019 Q4	$1.22M	Hold	25,795	–	–	0.24%	79
2019 Q3	$1.09M	Hold	25,795	–	–	0.22%	84
2019 Q2	$11.3K	Sell	25,795 -1,205	-4%	-$49.7K	0.22%	87
2019 Q1	$1.11M	Buy	+27,000	New	+$1.16M	0.21%	88
2018 Q2	–	Sell	-22,800	Closed	-$1.02M	–	181
2018 Q1	$1.02M	Buy	+22,800	New	+$1.02M	0.27%	82
2017 Q4	–	Sell	-18,100	Closed	-$755K	–	171
2017 Q3	$755K	Buy	+18,100	New	+$708K	0.18%	91
2017 Q2	–	Sell	-17,075	Closed	-$640K	–	126
2017 Q1	$640K	Buy	+17,075	New	+$638K	0.16%	89

Other funds holding EWZ

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

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

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

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares MSCI Brazil ETF (EWZ) in Q4 2023, closing a stake of 12,463 shares — an estimated $382K sold.

Merriman Wealth Management first reported a position in EWZ in Q1 2017 and held it in 11 quarters. The position peaked at $1.22M in Q4 2019. 326 funds tracked by Wall St. Rank hold EWZ as of Q4 2023.

Merriman Wealth Management reported no remaining iShares MSCI Brazil ETF position as of Q4 2023 after selling out during the quarter.
Merriman Wealth Management sold 12,463 iShares MSCI Brazil ETF shares in Q4 2023, an estimated $382K.
Merriman Wealth Management first reported a position in iShares MSCI Brazil ETF in Q1 2017 and held it in 11 quarters.
Merriman Wealth Management's iShares MSCI Brazil ETF position peaked at $1.22M in Q4 2019.
326 funds tracked by Wall St. Rank held iShares MSCI Brazil ETF as of Q4 2023.

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