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EA Series Trust’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

EA Series Trust’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$102M Buy
+1,001,280
New +$102M 3.6% 1

Other funds holding BOXX

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

EA Series Trust's BOXX Position: Q2 2023 in Review

EA Series Trust opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2023: 1,001,280 shares worth $102M. The stake represents 3.6% of the portfolio and ranks #1 among its holdings.

17 funds tracked by Wall St. Rank hold BOXX as of Q2 2023.

  • EA Series Trust held 1,001,280 shares of Alpha Architect 1-3 Month Box ETF worth $102M as of Q2 2023.
  • Alpha Architect 1-3 Month Box ETF was a new EA Series Trust position in Q2 2023.
  • Alpha Architect 1-3 Month Box ETF made up 3.6% of EA Series Trust's portfolio in Q2 2023, its #1 holding.
  • 17 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.