KNW
BOXX icon

Kesler Norman & Wride’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Kesler Norman & Wride’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
Q2 		$1.46M Buy
12,444
+1,248
+11% +$146K 0.23% 106
2026
Q1 		$1.3M Buy
11,196
+1,714
+18% +$198K 0.22% 104
2025
Q4 		$1.09M Buy
9,482
+1,795
+23% +$205K 0.19% 121
2025
Q3 		$848K Buy
7,687
+403
+6% +$45.6K 0.17% 118
2025
Q2 		$821K Sell
7,284
-2,000
-22% -$224K 0.15% 151
2025
Q1 		$1.04M Buy
9,284
+1,597
+21% +$177K 0.2% 105
2024
Q4 		$848K Buy
7,687
+734
+11% +$80.4K 0.18% 113
2024
Q3 		$757K Sell
6,953
-1,016
-13% -$110K 0.15% 132
2024
Q2 		$859K Buy
+7,969
New +$854K 0.18% 108

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 $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Kesler Norman & Wride's BOXX Position: Q2 2026 in Review

Kesler Norman & Wride increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 11% in Q2 2026, buying an estimated $146K and bringing the position to 12,444 shares worth $1.46M. The position accounts for 0.23% of the portfolio, ranked #106.

Kesler Norman & Wride first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Kesler Norman & Wride held 12,444 shares of Alpha Architect 1-3 Month Box ETF worth $1.46M as of Q2 2026.
  • Kesler Norman & Wride bought 1,248 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $146K.
  • Alpha Architect 1-3 Month Box ETF made up 0.23% of Kesler Norman & Wride's portfolio in Q2 2026, its #106 holding.
  • Kesler Norman & Wride first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.