Bank of Montreal
IVAL icon

Bank of Montreal’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-31,344
Closed -$811K – 3751
2024
Q3 		$811K Buy
+31,344
New +$782K ﹤0.01% 2146
2023
Q4 		– Sell
-18,814
Closed -$506K – 4149
2023
Q3 		$506K Buy
+18,814
New +$459K ﹤0.01% 2448

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal's IVAL Position: Q4 2024 in Review

Bank of Montreal sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q4 2024, closing a stake of 31,344 shares — an estimated $811K sold.

Bank of Montreal first reported a position in IVAL in Q3 2023 and held it in 2 quarters. The position peaked at $811K in Q3 2024. 39 funds tracked by Wall St. Rank hold IVAL as of Q4 2024.

  • Bank of Montreal reported no remaining Alpha Architect International Quantitative Value ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 31,344 Alpha Architect International Quantitative Value ETF shares in Q4 2024, an estimated $811K.
  • Bank of Montreal first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2023 and held it in 2 quarters.
  • Bank of Montreal's Alpha Architect International Quantitative Value ETF position peaked at $811K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.