Merriman Wealth Management’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-50,000	Closed	-$1.71M	–	187
2018 Q3	$1.71M	Buy	+50,000	New	+$1.62M	0.37%	47
2018 Q1	–	Sell	-48,400	Closed	-$1.61M	–	195
2017 Q4	$1.61M	Hold	48,400	–	–	0.39%	61
2017 Q3	$1.49M	Hold	48,400	–	–	0.35%	65
2017 Q2	$1.44M	Buy	48,400 +700	+1%	+$20.1K	0.4%	55
2017 Q1	$1.34M	Hold	47,700	–	–	0.33%	66
2016 Q4	$1.33M	Sell	47,700 -2,600	-5%	-$69.2K	0.36%	60
2016 Q3	$1.25M	Buy	+50,300	New	+$1.22M	0.26%	82
2016 Q1	–	Sell	-81,600	Closed	-$2.29M	–	54
2015 Q4	$2.29M	Buy	+81,600	New	+$2.42M	3.33%	10

Other funds holding HEWJ

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

SFM

Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Merriman Wealth Management's HEWJ Position: Q4 2018 in Review

Merriman Wealth Management sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q4 2018, closing a stake of 50,000 shares — an estimated $1.71M sold.

Merriman Wealth Management first reported a position in HEWJ in Q4 2015 and held it in 8 quarters. The position peaked at $2.29M in Q4 2015. 75 funds tracked by Wall St. Rank hold HEWJ as of Q4 2018.

Merriman Wealth Management reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q4 2018 after selling out during the quarter.
Merriman Wealth Management sold 50,000 iShares Currency Hedged MSCI Japan ETF shares in Q4 2018, an estimated $1.71M.
Merriman Wealth Management first reported a position in iShares Currency Hedged MSCI Japan ETF in Q4 2015 and held it in 8 quarters.
Merriman Wealth Management's iShares Currency Hedged MSCI Japan ETF position peaked at $2.29M in Q4 2015.
75 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q4 2018.

Based on Merriman Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.