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

AE 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
2026
Q1 		– Sell
-31
Closed -$975 – 2648
2025
Q4 		$975 Buy
+31
New +$950 ﹤0.01% 2380
2024
Q1 		– Sell
-12,416
Closed -$314K – 1578
2023
Q4 		$314K Sell
12,416
-38,766
-76% -$913K ﹤0.01% 1675
2023
Q3 		$1.21M Buy
+51,182
New +$1.25M 0.01% 1021

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

AE Wealth Management's IVAL Position: Q1 2026 in Review

AE Wealth Management sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2026, closing a stake of 31 shares — an estimated $975 sold.

AE Wealth Management first reported a position in IVAL in Q3 2023 and held it in 3 quarters. The position peaked at $1.21M in Q3 2023. 36 funds tracked by Wall St. Rank hold IVAL as of Q1 2026.

  • AE Wealth Management reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 31 Alpha Architect International Quantitative Value ETF shares in Q1 2026, an estimated $975.
  • AE Wealth Management first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2023 and held it in 3 quarters.
  • AE Wealth Management's Alpha Architect International Quantitative Value ETF position peaked at $1.21M in Q3 2023.
  • 36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.