Merriman Wealth Management, LLC Buys Vanguard Global ex-U.S. Real Estate ETF, Accenture PLC, iShares MSCI USA ESG Optimized ETF, Sells SELECT SECTOR SPDR, SSGA SPDR S&P 500, VANGUARD WORLD FDS

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Seattle, WA, based Investment company Merriman Wealth Management, LLC (Current Portfolio) buys Vanguard Global ex-U.S. Real Estate ETF, Accenture PLC, iShares MSCI USA ESG Optimized ETF, Goldman Sachs MLP and Energy Renaissance Fund, GLOBAL X FDS, sells SELECT SECTOR SPDR, SSGA SPDR S&P 500, VANGUARD WORLD FDS, ISHARES TRUST, Vanguard Short-Term Government Bond ETF during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Merriman Wealth Management, LLC. As of 2020Q3, Merriman Wealth Management, LLC owns 144 stocks with a total value of $540 million. These are the details of the buys and sells.

For the details of Merriman Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/merriman+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Merriman Wealth Management, LLC
  1. VANGUARD INDEX FDS (VBR) - 622,740 shares, 12.77% of the total portfolio. Shares added by 0.61%
  2. ISHARES TRUST (QUAL) - 610,668 shares, 11.74% of the total portfolio. Shares added by 2.47%
  3. Microsoft Corp (MSFT) - 177,383 shares, 6.91% of the total portfolio. Shares reduced by 1.02%
  4. United Parcel Service Inc (UPS) - 132,330 shares, 4.09% of the total portfolio. Shares reduced by 0.23%
  5. ISHARES TRUST (VLUE) - 194,523 shares, 2.66% of the total portfolio. Shares added by 3.34%
New Purchase: Accenture PLC (ACN)

Merriman Wealth Management, LLC initiated holding in Accenture PLC. The purchase prices were between $214.42 and $247.18, with an estimated average price of $228.97. The stock is now traded at around $229.70. The impact to a portfolio due to this purchase was 0.63%. The holding were 15,091 shares as of .

New Purchase: iShares MSCI USA ESG Optimized ETF (ESGU)

Merriman Wealth Management, LLC initiated holding in iShares MSCI USA ESG Optimized ETF. The purchase prices were between $70.41 and $81.56, with an estimated average price of $75.29. The stock is now traded at around $78.83. The impact to a portfolio due to this purchase was 0.23%. The holding were 16,000 shares as of .

New Purchase: Goldman Sachs MLP and Energy Renaissance Fund (GER)

Merriman Wealth Management, LLC initiated holding in Goldman Sachs MLP and Energy Renaissance Fund. The purchase prices were between $5.98 and $7.78, with an estimated average price of $7.13. The stock is now traded at around $6.46. The impact to a portfolio due to this purchase was 0.18%. The holding were 166,222 shares as of .

New Purchase: GLOBAL X FDS (LIT)

Merriman Wealth Management, LLC initiated holding in GLOBAL X FDS. The purchase prices were between $31.86 and $40.85, with an estimated average price of $37.56. The stock is now traded at around $42.19. The impact to a portfolio due to this purchase was 0.15%. The holding were 20,000 shares as of .

New Purchase: iShares MSCI EAFE ESG Select ETF (ESGD)

Merriman Wealth Management, LLC initiated holding in iShares MSCI EAFE ESG Select ETF. The purchase prices were between $60.95 and $65.87, with an estimated average price of $63.82. The stock is now traded at around $64.78. The impact to a portfolio due to this purchase was 0.12%. The holding were 10,000 shares as of .

New Purchase: Avalara Inc (AVLR)

Merriman Wealth Management, LLC initiated holding in Avalara Inc. The purchase prices were between $117.33 and $141.27, with an estimated average price of $127.09. The stock is now traded at around $154.51. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,766 shares as of .

Added: Vanguard Global ex-U.S. Real Estate ETF (VNQI)

Merriman Wealth Management, LLC added to a holding in Vanguard Global ex-U.S. Real Estate ETF by 1766.83%. The purchase prices were between $47.24 and $50.25, with an estimated average price of $48.6. The stock is now traded at around $49.14. The impact to a portfolio due to this purchase was 0.8%. The holding were 93,920 shares as of .

Added: MSCI JAPAN ETF NEW (EWJ)

Merriman Wealth Management, LLC added to a holding in MSCI JAPAN ETF NEW by 23.90%. The purchase prices were between $54.33 and $59.58, with an estimated average price of $57.27. The stock is now traded at around $59.30. The impact to a portfolio due to this purchase was 0.13%. The holding were 61,452 shares as of .

Added: MSCI GERMANY ETF (EWG)

Merriman Wealth Management, LLC added to a holding in MSCI GERMANY ETF by 35.94%. The purchase prices were between $27.09 and $30.72, with an estimated average price of $29.32. The stock is now traded at around $29.40. The impact to a portfolio due to this purchase was 0.12%. The holding were 87,000 shares as of .

Added: Kayne Anderson Midstream/Energy Fund (KMF)

Merriman Wealth Management, LLC added to a holding in Kayne Anderson Midstream/Energy Fund by 276.11%. The purchase prices were between $4.02 and $4.86, with an estimated average price of $4.47. The stock is now traded at around $4.58. The impact to a portfolio due to this purchase was 0.1%. The holding were 192,946 shares as of .

Added: iShares MSCI China ETF (MCHI)

Merriman Wealth Management, LLC added to a holding in iShares MSCI China ETF by 29.73%. The purchase prices were between $66.03 and $77.34, with an estimated average price of $73.19. The stock is now traded at around $78.53. The impact to a portfolio due to this purchase was 0.08%. The holding were 24,000 shares as of .

Added: ISHARES INC (EZU)

Merriman Wealth Management, LLC added to a holding in ISHARES INC by 33.33%. The purchase prices were between $36.59 and $40.09, with an estimated average price of $38.73. The stock is now traded at around $39.18. The impact to a portfolio due to this purchase was 0.04%. The holding were 20,000 shares as of .

Sold Out: SELECT SECTOR SPDR (XLRE)

Merriman Wealth Management, LLC sold out a holding in SELECT SECTOR SPDR. The sale prices were between $33.85 and $37.14, with an estimated average price of $35.65.

Sold Out: ISHARES TRUST (IYG)

Merriman Wealth Management, LLC sold out a holding in ISHARES TRUST. The sale prices were between $116.12 and $129.92, with an estimated average price of $123.16.

Sold Out: Vanguard Short-Term Government Bond ETF (VGSH)

Merriman Wealth Management, LLC sold out a holding in Vanguard Short-Term Government Bond ETF. The sale prices were between $62.07 and $62.21, with an estimated average price of $62.13.

Sold Out: ISHARES TRUST (IXC)

Merriman Wealth Management, LLC sold out a holding in ISHARES TRUST. The sale prices were between $16.4 and $20.37, with an estimated average price of $18.89.

Sold Out: ISHARES TRUST (DSI)

Merriman Wealth Management, LLC sold out a holding in ISHARES TRUST. The sale prices were between $118.35 and $136.15, with an estimated average price of $125.88.

Sold Out: Invesco Water Resources ETF (PHO)

Merriman Wealth Management, LLC sold out a holding in Invesco Water Resources ETF. The sale prices were between $36.19 and $40.8, with an estimated average price of $39.09.



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