WFG Advisors’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

WFG Advisors’s Portfolio HEWJ Stock Details HEWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-262	Closed	-$7K	–	1616
2016 Q1	$7K	Sell	262 -6,124	-96%	-$156K	﹤0.01%	1127
2015 Q4	$183K	Buy	6,386 +1,499	+31%	+$44.5K	0.05%	308
2015 Q3	$134K	Buy	4,887 +4,343	+798%	+$131K	0.04%	386
2015 Q2	$17K	Buy	+544	New	+$17.3K	﹤0.01%	1031

Other funds holding HEWJ

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WFG Advisors's HEWJ Position: Q2 2016 in Review

WFG Advisors sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2016, closing a stake of 262 shares — an estimated $7K sold.

WFG Advisors first reported a position in HEWJ in Q2 2015 and held it in 4 quarters. The position peaked at $183K in Q4 2015. 59 funds tracked by Wall St. Rank hold HEWJ as of Q2 2016.

WFG Advisors reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2016 after selling out during the quarter.
WFG Advisors sold 262 iShares Currency Hedged MSCI Japan ETF shares in Q2 2016, an estimated $7K.
WFG Advisors first reported a position in iShares Currency Hedged MSCI Japan ETF in Q2 2015 and held it in 4 quarters.
WFG Advisors's iShares Currency Hedged MSCI Japan ETF position peaked at $183K in Q4 2015.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.