IAA
AAVM

Independent Advisor Alliance’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-8,142
Closed -$255K – 1677
2026
Q1 		$255K Buy
+8,142
New +$260K ﹤0.01% 1399

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
RAL
Range Advisory, LLC Mclean, Virginia $840M AUM
LA
Lifeworks Advisors Grand Rapids, Michigan $955M AUM 37.71% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's AAVM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q2 2026, closing a stake of 8,142 shares — an estimated $255K sold.

Independent Advisor Alliance first reported a position in AAVM in Q1 2026 and held it in 1 quarter. The position peaked at $255K in Q1 2026. 7 funds tracked by Wall St. Rank hold AAVM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,142 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q2 2026, an estimated $255K.
  • Independent Advisor Alliance first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $255K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.