Aris Wealth Services, Inc. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2015-06-30 to 2015-09-30, Aris Wealth Services, Inc. opened 2 positions, added to 14, reduced 20, sold out of 21 and left 19 unchanged. The largest increase in value was USMV (+$112,000); the largest decrease was IEMG (-$1,744,000).
- IJT: Country of operation —; Class COM; Shares 2015-06-30 0; Shares 2015-09-30 25.
- VAW: Country of operation —; Class COM; Shares 2015-06-30 0; Shares 2015-09-30 25.
Two Form 13F-HR filings compared (SEC CIK 1347935): 2015-06-30 (filed 2015-08-13) and 2015-09-30 (filed 2015-11-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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