EF
BOXX icon

Empirical Finance’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Empirical Finance’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
2026
Q1 		$2.37M Buy
+20,382
New +$2.36M 0.11% 167
2025
Q4 		– Sell
-20,427
Closed -$2.33M – 484
2025
Q3 		$2.33M Buy
20,427
+180
+0.9% +$20.4K 0.11% 165
2025
Q2 		$2.28M Hold
20,247
– – 0.12% 164
2025
Q1 		$2.26M Hold
20,247
– – 0.14% 143
2024
Q4 		$2.23M Hold
20,247
– – 0.13% 144
2024
Q3 		$2.21M Hold
20,247
– – 0.13% 147
2024
Q2 		$2.18M Sell
20,247
-741
-4% -$79.4K 0.14% 136
2024
Q1 		$2.23M Sell
20,988
-2,441
-10% -$258K 0.14% 147
2023
Q4 		$2.46M Buy
23,429
+15,909
+212% +$1.66M 0.17% 116
2023
Q3 		$780K Buy
7,520
+3,028
+67% +$312K 0.06% 288
2023
Q2 		$460K Hold
4,492
– – 0.04% 397
2023
Q1 		$455K Buy
+4,492
New +$452K 0.04% 372

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return