MWM
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Merriman Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Merriman Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$716K Sell
10,187
-1,850
-15% -$136K 0.03% 102
2024
Q3 		$939K Buy
12,037
+1,850
+18% +$138K 0.04% 104
2024
Q2 		$740K Sell
10,187
-553
-5% -$40.7K 0.03% 116
2024
Q1 		$797K Sell
10,740
-190
-2% -$13.5K 0.04% 107
2023
Q4 		$769K Buy
10,930
+294
+3% +$19.4K 0.04% 112
2023
Q3 		$684K Sell
10,636
-757
-7% -$50.7K 0.04% 105
2023
Q2 		$769K Hold
11,393
– – 0.04% 120
2023
Q1 		$762K Sell
11,393
-1,722
-13% -$113K 0.04% 112
2022
Q4 		$808K Sell
13,115
-24
-0.2% -$1.41K 0.04% 119
2022
Q3 		$692K Sell
13,139
-1,001
-7% -$58.9K 0.05% 83
2022
Q2 		$832K Sell
14,140
-1,994
-12% -$128K 0.06% 74
2022
Q1 		$1.12M Sell
16,134
-922
-5% -$65.2K 0.09% 75
2021
Q4 		$1.27M Sell
17,056
-35,858
-68% -$2.69M 0.09% 93
2021
Q3 		$3.93M Sell
52,914
-108
-0.2% -$8.22K 0.33% 49
2021
Q2 		$3.97M Sell
53,022
-2,282
-4% -$172K 0.34% 53
2021
Q1 		$3.98M Buy
55,304
+1,265
+2% +$90.4K 0.46% 45
2020
Q4 		$3.73M Sell
54,039
-1,041
-2% -$67.3K 0.4% 53
2020
Q3 		$3.32M Sell
55,080
-552
-1% -$33.3K 0.5% 47
2020
Q2 		$3.18M Sell
55,632
-65,154
-54% -$3.53M 0.51% 42
2020
Q1 		$6.03M Sell
120,786
-71,305
-37% -$4.24M 1.31% 20
2019
Q4 		$12.5M Sell
192,091
-8,853
-4% -$562K 2.42% 7
2019
Q3 		$12.3M Buy
200,944
+49,896
+33% +$3.01M 2.48% 6
2019
Q2 		$93.3K Sell
151,048
-142
-0.1% -$8.7K 1.8% 11
2019
Q1 		$9.19M Sell
151,190
-16,406
-10% -$968K 1.74% 10
2018
Q4 		$9.4M Buy
167,596
+161,344
+2,581% +$9.46M 2.03% 9
2018
Q3 		$401K Buy
6,252
+1,010
+19% +$64.4K 0.09% 124
2018
Q2 		$332K Sell
5,242
-1,602
-23% -$106K 0.08% 131
2018
Q1 		$451K Buy
6,844
+923
+16% +$62K 0.12% 127
2017
Q4 		$391K Buy
5,921
+2,208
+59% +$144K 0.1% 130
2017
Q3 		$238K Sell
3,713
-48
-1% -$3K 0.06% 143
2017
Q2 		$229K Sell
3,761
-2,373
-39% -$143K 0.06% 107
2017
Q1 		$355K Buy
+6,134
New +$345K 0.09% 110

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Merriman Wealth Management's IEFA Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q4 2024, selling an estimated $136K and leaving 10,187 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #102.

Merriman Wealth Management first reported a position in IEFA in Q1 2017 and has held it in 32 quarters since. The position peaked at $12.5M in Q4 2019. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Merriman Wealth Management held 10,187 shares of iShares Core MSCI EAFE ETF worth $716K as of Q4 2024.
  • Merriman Wealth Management sold 1,850 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $136K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #102 holding.
  • Merriman Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 32 quarters since.
  • Merriman Wealth Management's iShares Core MSCI EAFE ETF position peaked at $12.5M in Q4 2019.
  • 2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.