Merriman Wealth Management’s iShares Global Financials ETF IXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16,600	Closed	-$1.09M	–	195
2018 Q3	$1.09M	Buy	+16,600	New	+$1.1M	0.23%	78
2018 Q1	–	Sell	-38,660	Closed	-$2.7M	–	197
2017 Q4	$2.7M	Buy	38,660 +1,460	+4%	+$99.7K	0.66%	41
2017 Q3	$2.48M	Hold	37,200	–	–	0.59%	46
2017 Q2	$2.35M	Hold	37,200	–	–	0.65%	44
2017 Q1	$2.27M	Hold	37,200	–	–	0.55%	50
2016 Q4	$2.15M	Buy	+37,200	New	+$2.04M	0.59%	44

Other funds holding IXG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

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

Merriman Wealth Management sold out of iShares Global Financials ETF (IXG) in Q4 2018, closing a stake of 16,600 shares — an estimated $1.09M sold.

Merriman Wealth Management first reported a position in IXG in Q4 2016 and held it in 6 quarters. The position peaked at $2.7M in Q4 2017. 80 funds tracked by Wall St. Rank hold IXG as of Q4 2018.

Merriman Wealth Management reported no remaining iShares Global Financials ETF position as of Q4 2018 after selling out during the quarter.
Merriman Wealth Management sold 16,600 iShares Global Financials ETF shares in Q4 2018, an estimated $1.09M.
Merriman Wealth Management first reported a position in iShares Global Financials ETF in Q4 2016 and held it in 6 quarters.
Merriman Wealth Management's iShares Global Financials ETF position peaked at $2.7M in Q4 2017.
80 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2018.

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