Merriman Wealth Management’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-17,650	Closed	-$1.38M	–	179
2018 Q2	$1.38M	Buy	17,650 +99	+0.6%	+$8.03K	0.31%	56
2018 Q1	$1.44M	Sell	17,551 -26	-0.1%	-$2.11K	0.38%	61
2017 Q4	$1.4M	Buy	+17,577	New	+$1.36M	0.34%	68
2017 Q2	–	Sell	-21,281	Closed	-$1.41M	–	138
2017 Q1	$1.41M	Sell	21,281 -187	-0.9%	-$12.2K	0.34%	64
2016 Q4	$1.32M	Buy	+21,468	New	+$1.36M	0.36%	61

Other funds holding SCJ

VIM

VCU Investment Management Richmond, Virginia $68.6M AUM

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Merriman Wealth Management's SCJ Position: Q3 2018 in Review

Merriman Wealth Management sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q3 2018, closing a stake of 17,650 shares — an estimated $1.38M sold.

Merriman Wealth Management first reported a position in SCJ in Q4 2016 and held it in 5 quarters. The position peaked at $1.44M in Q1 2018. 55 funds tracked by Wall St. Rank hold SCJ as of Q3 2018.

Merriman Wealth Management reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q3 2018 after selling out during the quarter.
Merriman Wealth Management sold 17,650 iShares MSCI Japan Small-Cap ETF shares in Q3 2018, an estimated $1.38M.
Merriman Wealth Management first reported a position in iShares MSCI Japan Small-Cap ETF in Q4 2016 and held it in 5 quarters.
Merriman Wealth Management's iShares MSCI Japan Small-Cap ETF position peaked at $1.44M in Q1 2018.
55 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q3 2018.

Based on Merriman Wealth Management's 13F filing for Q3 2018, filed 6 Nov 2018.