MWM
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Merriman Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Merriman Wealth Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-68,406
Closed -$7.27M – 193
2018
Q3 		$7.27M Buy
68,406
+267
+0.4% +$28.6K 1.55% 19
2018
Q2 		$7.2M Buy
68,139
+698
+1% +$71.3K 1.64% 16
2018
Q1 		$6.48M Buy
+67,441
New +$6.57M 1.71% 13

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q4 2018, closing a stake of 68,406 shares — an estimated $7.27M sold.

Merriman Wealth Management first reported a position in IWC in Q1 2018 and held it in 3 quarters. The position peaked at $7.27M in Q3 2018. 190 funds tracked by Wall St. Rank hold IWC as of Q4 2018.

  • Merriman Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 68,406 iShares Micro-Cap ETF shares in Q4 2018, an estimated $7.27M.
  • Merriman Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2018 and held it in 3 quarters.
  • Merriman Wealth Management's iShares Micro-Cap ETF position peaked at $7.27M in Q3 2018.
  • 190 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2018.

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