MWP
IVAL icon

Meredith Wealth Planning’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Meredith Wealth Planning’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
2024
Q1 		– Sell
-12,334
Closed -$309K – 44
2023
Q4 		$309K Buy
12,334
+489
+4% +$11.5K 0.19% 35
2023
Q3 		$279K Hold
11,845
– – 0.21% 33
2023
Q2 		$282K Buy
11,845
+61
+0.5% +$1.42K 0.23% 29
2023
Q1 		$276K Buy
11,784
+577
+5% +$13.4K 0.22% 41
2022
Q4 		$246K Buy
+11,207
New +$256K 0.21% 48

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meredith Wealth Planning's IVAL Position: Q1 2024 in Review

Meredith Wealth Planning sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q1 2024, closing a stake of 12,334 shares — an estimated $309K sold.

Meredith Wealth Planning first reported a position in IVAL in Q4 2022 and held it in 5 quarters. The position peaked at $309K in Q4 2023. 32 funds tracked by Wall St. Rank hold IVAL as of Q1 2024.

  • Meredith Wealth Planning reported no remaining Alpha Architect International Quantitative Value ETF position as of Q1 2024 after selling out during the quarter.
  • Meredith Wealth Planning sold 12,334 Alpha Architect International Quantitative Value ETF shares in Q1 2024, an estimated $309K.
  • Meredith Wealth Planning first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2022 and held it in 5 quarters.
  • Meredith Wealth Planning's Alpha Architect International Quantitative Value ETF position peaked at $309K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q1 2024.

Based on Meredith Wealth Planning's 13F filing for Q1 2024, filed 23 Apr 2024.