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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

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.



Here is the complete portfolio of Merriman Wealth Management, LLC. Also check out:

1. Merriman Wealth Management, LLC's Undervalued Stocks
2. Merriman Wealth Management, LLC's Top Growth Companies, and
3. Merriman Wealth Management, LLC's High Yield stocks
4. Stocks that Merriman Wealth Management, LLC keeps buying

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