Lifeworks Advisors’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Lifeworks Advisors’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 Q1	$466K	Sell	14,858 -11,807	-44%	-$377K	0.06%	204
2025 Q4	$787K	Sell	26,665 -30,394	-53%	-$886K	0.1%	162
2025 Q3	$1.64M	Sell	57,059 -9,207	-14%	-$254K	0.22%	103
2025 Q2	$1.8M	Sell	66,266 -6,687	-9%	-$169K	0.27%	90
2025 Q1	$1.79M	Sell	72,953 -36,847	-34%	-$936K	0.3%	84
2024 Q4	$2.79M	Sell	109,800 -13,362	-11%	-$356K	0.5%	62
2024 Q3	$3.27M	Buy	123,162 +105,378	+593%	+$2.66M	0.64%	46
2024 Q2	$441K	Buy	+17,784	New	+$446K	0.12%	137

Other funds holding AAVM

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

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

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

GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifeworks Advisors's AAVM Position: Q1 2026 in Review

Lifeworks Advisors reduced its EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) stake by 44% in Q1 2026, selling an estimated $377K and leaving 14,858 shares worth $466K. The position accounts for 0.06% of the portfolio, ranked #204.

Lifeworks Advisors first reported a position in AAVM in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.27M in Q3 2024. 8 funds tracked by Wall St. Rank hold AAVM as of Q1 2026.

Lifeworks Advisors held 14,858 shares of EA Series Trust Alpha Architect Global Factor Equity ETF worth $466K as of Q1 2026.
Lifeworks Advisors sold 11,807 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q1 2026, an estimated $377K.
EA Series Trust Alpha Architect Global Factor Equity ETF made up 0.06% of Lifeworks Advisors's portfolio in Q1 2026, its #204 holding.
Lifeworks Advisors first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q2 2024 and has held it in 8 quarters since.
Lifeworks Advisors's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $3.27M in Q3 2024.
8 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.