WFG Advisors’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

WFG Advisors’s Portfolio AAXJ Stock Details AAXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-379	Closed	-$24K	–	1654
2015 Q1	$24K	Buy	+379	New	+$23.8K	0.01%	929
2014 Q4	–	Sell	-359	Closed	-$22K	–	2068
2014 Q3	$22K	Hold	359	–	–	﹤0.01%	1233
2014 Q2	$23K	Buy	+359	New	+$22K	﹤0.01%	1211
2014 Q1	–	Sell	-700	Closed	-$42K	–	1972
2013 Q4	$42K	Buy	+700	New	+$42K	0.01%	1061

Other funds holding AAXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

WFG Advisors's AAXJ Position: Q2 2015 in Review

WFG Advisors sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q2 2015, closing a stake of 379 shares — an estimated $24K sold.

WFG Advisors first reported a position in AAXJ in Q4 2013 and held it in 4 quarters. The position peaked at $42K in Q4 2013. 186 funds tracked by Wall St. Rank hold AAXJ as of Q2 2015.

WFG Advisors reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 379 iShares MSCI All Country Asia ex Japan ETF shares in Q2 2015, an estimated $24K.
WFG Advisors first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q4 2013 and held it in 4 quarters.
WFG Advisors's iShares MSCI All Country Asia ex Japan ETF position peaked at $42K in Q4 2013.
186 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.