INTEGRATED WEALTH COUNSEL, LLC 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 2016-06-30 to 2016-09-30, INTEGRATED WEALTH COUNSEL, LLC opened 24 positions, added to 2, reduced 4, sold out of 1 and left 4 unchanged. The largest increase in value was SPY (+$471,000); the largest decrease was RWX (-$649,000).
- EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2016-06-30 3,685; Shares 2016-09-30 9,105.
- EEM: Country of operation —; Class MSCI EMG MKT ETF; Shares 2016-06-30 8,780; Shares 2016-09-30 16,460.
Two Form 13F-HR filings compared (SEC CIK 1110443): 2016-06-30 (filed 2016-08-04) and 2016-09-30 (filed 2016-11-09). 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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