IEQ Capital
QVAL icon

IEQ Capital’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

IEQ Capital’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,026
Closed -$220K – 841
2022
Q1 		$220K Buy
+6,026
New +$217K 0.01% 736

Other funds holding QVAL

Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $228M AUM 36.65% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return

IEQ Capital's QVAL Position: Q2 2022 in Review

IEQ Capital sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q2 2022, closing a stake of 6,026 shares — an estimated $220K sold.

IEQ Capital first reported a position in QVAL in Q1 2022 and held it in 1 quarter. The position peaked at $220K in Q1 2022. 38 funds tracked by Wall St. Rank hold QVAL as of Q2 2022.

  • IEQ Capital reported no remaining Alpha Architect US Quantitative Value ETF position as of Q2 2022 after selling out during the quarter.
  • IEQ Capital sold 6,026 Alpha Architect US Quantitative Value ETF shares in Q2 2022, an estimated $220K.
  • IEQ Capital first reported a position in Alpha Architect US Quantitative Value ETF in Q1 2022 and held it in 1 quarter.
  • IEQ Capital's Alpha Architect US Quantitative Value ETF position peaked at $220K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2022.

Based on IEQ Capital's 13F filing for Q2 2022, filed 27 Jul 2022.