MWM
EWZS icon

Merriman Wealth Management’s iShares MSCI Brazil Small-Cap ETF EWZS Stock Holding History

Merriman Wealth Management’s Portfolio EWZS Stock Details EWZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-36,300
Closed -$555K – 205
2019
Q1 		$555K Buy
+36,300
New +$577K 0.11% 122

Other funds holding EWZS

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merriman Wealth Management's EWZS Position: Q2 2019 in Review

Merriman Wealth Management sold out of iShares MSCI Brazil Small-Cap ETF (EWZS) in Q2 2019, closing a stake of 36,300 shares — an estimated $555K sold.

Merriman Wealth Management first reported a position in EWZS in Q1 2019 and held it in 1 quarter. The position peaked at $555K in Q1 2019. 25 funds tracked by Wall St. Rank hold EWZS as of Q2 2019.

  • Merriman Wealth Management reported no remaining iShares MSCI Brazil Small-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 36,300 iShares MSCI Brazil Small-Cap ETF shares in Q2 2019, an estimated $555K.
  • Merriman Wealth Management first reported a position in iShares MSCI Brazil Small-Cap ETF in Q1 2019 and held it in 1 quarter.
  • Merriman Wealth Management's iShares MSCI Brazil Small-Cap ETF position peaked at $555K in Q1 2019.
  • 25 funds tracked by Wall St. Rank held iShares MSCI Brazil Small-Cap ETF as of Q2 2019.

Based on Merriman Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.