EF
IVAL icon

Empirical Finance’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Empirical Finance’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 		$10M Buy
+294,873
New +$10M 0.47% 43
2025
Q4 		– Sell
-367,721
Closed -$11.1M – 496
2025
Q3 		$11.1M Sell
367,721
-70,388
-16% -$2.05M 0.53% 31
2025
Q2 		$12.2M Sell
438,109
-463
-0.1% -$12.3K 0.64% 25
2025
Q1 		$11.2M Sell
438,572
-110,437
-20% -$2.75M 0.68% 26
2024
Q4 		$13.2M Sell
549,009
-4,746
-0.9% -$117K 0.76% 23
2024
Q3 		$14.3M Hold
553,755
– – 0.83% 18
2024
Q2 		$13.8M Sell
553,755
-36,044
-6% -$939K 0.86% 17
2024
Q1 		$15.9M Sell
589,799
-142,090
-19% -$3.66M 0.98% 15
2023
Q4 		$18.3M Sell
731,889
-364,995
-33% -$8.6M 1.28% 10
2023
Q3 		$25.9M Sell
1,096,884
-8,435
-0.8% -$206K 1.9% 8
2023
Q2 		$26.3M Buy
1,105,319
+75,478
+7% +$1.76M 2.04% 7
2023
Q1 		$24.2M Buy
1,029,841
+6,463
+0.6% +$150K 2.26% 5
2022
Q4 		$22.4M Sell
1,023,378
-12,045
-1% -$275K 2.32% 4
2022
Q3 		$21M Sell
1,035,423
-187,853
-15% -$4.22M 2.49% 6
2022
Q2 		$27.5M Sell
1,223,276
-19,870
-2% -$498K 3.51% 4
2022
Q1 		$33M Buy
1,243,146
+37,365
+3% +$982K 3.69% 4
2021
Q4 		$31.7M Buy
1,205,781
+11,361
+1% +$305K 3.75% 4
2021
Q3 		$32.3M Buy
1,194,420
+246,569
+26% +$7.02M 4.86% 1
2021
Q2 		$27.5M Sell
947,851
-11,048
-1% -$327K 4.49% 1
2021
Q1 		$26.3M Hold
958,899
– – 4.62% 2
2020
Q4 		$26.3M Sell
958,899
-44,855
-4% -$1.16M 4.62% 2
2020
Q3 		$25M Buy
1,003,754
+36,699
+4% +$923K 5.35% 2
2020
Q2 		$23.4M Buy
967,055
+10,635
+1% +$245K 5.99% 3
2020
Q1 		$19.9M Sell
956,420
-384,948
-29% -$9.99M 6.18% 4
2019
Q4 		$39.5M Sell
1,341,368
-35,970
-3% -$1.03M 9.62% 1
2019
Q3 		$37M Sell
1,377,338
-11,270
-0.8% -$295K 10.35% 2
2019
Q2 		$37.4M Buy
1,388,608
+11,681
+0.8% +$323K 10.25% 3
2019
Q1 		$38.7M Buy
1,376,927
+30,655
+2% +$845K 9.83% 4
2018
Q4 		$33.6M Sell
1,346,272
-17,565
-1% -$478K 9.97% 3
2018
Q3 		$41.9M Sell
1,363,837
-3,764
-0.3% -$115K 10.42% 4
2018
Q2 		$42.1M Sell
1,367,601
-9,326
-0.7% -$302K 10.67% 4
2018
Q1 		$38.7M Buy
1,376,927
+418,101
+44% +$13.9M 9.83% 4
2017
Q4 		$31.7M Sell
958,826
-30,096
-3% -$980K 10.45% 1
2017
Q3 		$31.7M Sell
988,922
-723
-0.1% -$22.5K 10.93% 1
2017
Q2 		$29.7M Sell
989,645
-68,112
-6% -$2.01M 11.43% 1
2017
Q1 		$29.9M Buy
1,057,757
+280,912
+36% +$7.68M 14% 1
2016
Q4 		$20M Buy
+776,845
New +$19.7M 13.46% 2

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
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
VF
Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return

Empirical Finance's IVAL Position: Q1 2026 in Review

Empirical Finance opened a new position in Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2026: 294,873 shares worth $10M. The stake represents 0.47% of the portfolio and ranks #43 among its holdings. This is a return to the name: Empirical Finance previously reported a position in IVAL as recently as Q3 2025.

Empirical Finance first reported a position in IVAL in Q4 2016 and has held it in 37 quarters since. The position peaked at $42.1M in Q2 2018. 36 funds tracked by Wall St. Rank hold IVAL as of Q1 2026.

  • Empirical Finance held 294,873 shares of Alpha Architect International Quantitative Value ETF worth $10M as of Q1 2026.
  • Alpha Architect International Quantitative Value ETF was a new Empirical Finance position in Q1 2026.
  • Alpha Architect International Quantitative Value ETF made up 0.47% of Empirical Finance's portfolio in Q1 2026, its #43 holding.
  • Empirical Finance first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2016 and has held it in 37 quarters since.
  • Empirical Finance's Alpha Architect International Quantitative Value ETF position peaked at $42.1M in Q2 2018.
  • 36 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2026.

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