9WM
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9258 Wealth Management’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

9258 Wealth Management’s Portfolio IVAL Stock Details IVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,200
Closed -$212K – 292
2019
Q4 		$212K Buy
+7,200
New +$206K 0.08% 272

Other funds holding IVAL

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

9258 Wealth Management's IVAL Position: Q1 2020 in Review

9258 Wealth Management sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2020, closing a stake of 7,200 shares — an estimated $212K sold.

9258 Wealth Management first reported a position in IVAL in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 20 funds tracked by Wall St. Rank hold IVAL as of Q1 2020.

  • 9258 Wealth Management reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 7,200 Alpha Architect International Quantitative Value ETF shares in Q1 2020, an estimated $212K.
  • 9258 Wealth Management first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2019 and held it in 1 quarter.
  • 9258 Wealth Management's Alpha Architect International Quantitative Value ETF position peaked at $212K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2020.

Based on 9258 Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.