EF
AAVM

Empirical Finance’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Empirical Finance’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.28M Buy
+264,140
New +$8.43M 0.39% 52
2025
Q4 		– Sell
-271,706
Closed -$7.81M – 513
2025
Q3 		$7.81M Buy
271,706
+33,464
+14% +$924K 0.37% 50
2025
Q2 		$6.48M Sell
238,242
-5,049
-2% -$128K 0.34% 58
2025
Q1 		$5.97M Sell
243,291
-16,719
-6% -$425K 0.36% 52
2024
Q4 		$6.61M Buy
260,010
+10,661
+4% +$284K 0.38% 47
2024
Q3 		$6.61M Buy
249,349
+6,155
+3% +$155K 0.39% 48
2024
Q2 		$6.04M Buy
243,194
+7,134
+3% +$179K 0.38% 48
2024
Q1 		$6.07M Buy
236,060
+1,146
+0.5% +$27.8K 0.37% 53
2023
Q4 		$5.46M Sell
234,914
-177,580
-43% -$4M 0.38% 51
2023
Q3 		$9.27M Sell
412,494
-4,377
-1% -$100K 0.68% 27
2023
Q2 		$9.46M Sell
416,871
-22,741
-5% -$512K 0.73% 25
2023
Q1 		$10.2M Buy
439,612
+8,774
+2% +$209K 0.95% 19
2022
Q4 		$10.5M Sell
430,838
-47,004
-10% -$1.2M 1.09% 17
2022
Q3 		$11.9M Sell
477,842
-14,902
-3% -$362K 1.41% 13
2022
Q2 		$11.8M Buy
492,744
+11,284
+2% +$283K 1.5% 11
2022
Q1 		$12.4M Sell
481,460
-4,903
-1% -$125K 1.39% 13
2021
Q4 		$13M Sell
486,363
-15,463
-3% -$422K 1.54% 12
2021
Q3 		$13.4M Sell
501,826
-12,302
-2% -$341K 2.02% 9
2021
Q2 		$14.2M Sell
514,128
-51,148
-9% -$1.41M 2.31% 9
2021
Q1 		$14.8M Hold
565,276
– – 2.59% 7
2020
Q4 		$14.8M Sell
565,276
-211,830
-27% -$5.2M 2.59% 7
2020
Q3 		$18.6M Buy
777,106
+6,610
+0.9% +$154K 3.98% 5
2020
Q2 		$17.2M Sell
770,496
-20,207
-3% -$436K 4.39% 5
2020
Q1 		$16.3M Sell
790,703
-213,670
-21% -$5.04M 5.08% 6
2019
Q4 		$25M Sell
1,004,373
-40,343
-4% -$983K 6.09% 5
2019
Q3 		$24.6M Sell
1,044,716
-3,996
-0.4% -$94.8K 6.86% 5
2019
Q2 		$25M Sell
1,048,712
-181,166
-15% -$4.42M 6.86% 5
2019
Q1 		$30.5M Buy
1,229,878
+42,846
+4% +$1.06M 7.75% 5
2018
Q4 		$28.8M Sell
1,187,032
-219,548
-16% -$5.69M 8.53% 5
2018
Q3 		$40.7M Sell
1,406,580
-6,353
-0.4% -$184K 10.14% 5
2018
Q2 		$40.7M Buy
1,412,933
+183,055
+15% +$5.38M 10.32% 5
2018
Q1 		$30.5M Buy
1,229,878
+416,536
+51% +$12.4M 7.75% 5
2017
Q4 		$23.6M Buy
813,342
+23,641
+3% +$665K 7.78% 5
2017
Q3 		$21.4M Buy
789,701
+34,684
+5% +$905K 7.39% 5
2017
Q2 		$19M Buy
+755,017
New +$19M 7.32% 5

Other funds holding AAVM

LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empirical Finance's AAVM Position: Q1 2026 in Review

Empirical Finance opened a new position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q1 2026: 264,140 shares worth $8.28M. The stake represents 0.39% of the portfolio and ranks #52 among its holdings. This is a return to the name: Empirical Finance previously reported a position in AAVM as recently as Q3 2025.

Empirical Finance first reported a position in AAVM in Q2 2017 and has held it in 35 quarters since. The position peaked at $40.7M in Q3 2018. 8 funds tracked by Wall St. Rank hold AAVM as of Q1 2026.

  • Empirical Finance held 264,140 shares of EA Series Trust Alpha Architect Global Factor Equity ETF worth $8.28M as of Q1 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF was a new Empirical Finance position in Q1 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF made up 0.39% of Empirical Finance's portfolio in Q1 2026, its #52 holding.
  • Empirical Finance first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q2 2017 and has held it in 35 quarters since.
  • Empirical Finance's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $40.7M in Q3 2018.
  • 8 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.