Convergent Wealth Advisors quarter change: USA ETF, Added
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, Convergent Wealth Advisors opened 9 positions, added to 8, reduced 12, sold out of 9 and left 4 unchanged. The largest increase in value was EFA (+$23,684,000); the largest decrease was EFG (-$26,157,000).
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2015-06-30 715,866; Shares 2015-09-30 829,521.
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2015-06-30 87,203; Shares 2015-09-30 307,138.
- IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2015-06-30 230,897; Shares 2015-09-30 381,025.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2015-06-30 470,325; Shares 2015-09-30 542,078.
Two Form 13F-HR filings compared (SEC CIK 1491296): 2015-06-30 (filed 2015-08-13) and 2015-09-30 (filed 2015-11-16). 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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