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ACG Wealth’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-160
Closed -$4K – 616
2022
Q2 		$4K Buy
+160
New +$4.01K ﹤0.01% 778

Other funds holding IVAL

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACG Wealth's IVAL Position: Q3 2022 in Review

ACG Wealth sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q3 2022, closing a stake of 160 shares — an estimated $4K sold.

ACG Wealth first reported a position in IVAL in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 22 funds tracked by Wall St. Rank hold IVAL as of Q3 2022.

  • ACG Wealth reported no remaining Alpha Architect International Quantitative Value ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 160 Alpha Architect International Quantitative Value ETF shares in Q3 2022, an estimated $4K.
  • ACG Wealth first reported a position in Alpha Architect International Quantitative Value ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Alpha Architect International Quantitative Value ETF position peaked at $4K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.