Fortis Advisors’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Fortis Advisors’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
2020 Q2	–	Sell	-1,605	Closed	-$33K	–	244
2020 Q1	$33K	Buy	1,605 +23	+1%	+$597	0.02%	203
2019 Q4	$47K	Hold	1,582	–	–	0.03%	212
2019 Q3	$43K	Buy	1,582 +8	+0.5%	+$209	0.02%	215
2019 Q2	$42K	Buy	1,574 +22	+1%	+$608	0.02%	249
2019 Q1	$44K	Buy	1,552 +14	+0.9%	+$386	0.02%	228
2018 Q4	$38K	Hold	1,538	–	–	0.02%	234
2018 Q3	$47K	Buy	1,538 +4	+0.3%	+$123	0.03%	210
2018 Q2	$47K	Buy	+1,534	New	+$49.7K	0.03%	211

Other funds holding IVAL

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

SHWM

Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

Fortis Advisors's IVAL Position: Q2 2020 in Review

Fortis Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q2 2020, closing a stake of 1,605 shares — an estimated $33K sold.

Fortis Advisors first reported a position in IVAL in Q2 2018 and held it in 8 quarters. The position peaked at $47K in Q4 2019. 17 funds tracked by Wall St. Rank hold IVAL as of Q2 2020.

Fortis Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 1,605 Alpha Architect International Quantitative Value ETF shares in Q2 2020, an estimated $33K.
Fortis Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q2 2018 and held it in 8 quarters.
Fortis Advisors's Alpha Architect International Quantitative Value ETF position peaked at $47K in Q4 2019.
17 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.