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Moisand Fitzgerald Tamayo’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-775
Closed -$20K – 618
2024
Q3 		$20K Hold
775
– – ﹤0.01% 278
2024
Q2 		$19.3K Hold
775
– – ﹤0.01% 250
2024
Q1 		$20.9K Buy
775
+285
+58% +$7.35K ﹤0.01% 244
2023
Q4 		$12.3K Buy
+490
New +$11.5K ﹤0.01% 312

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IVAL Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q4 2024, closing a stake of 775 shares — an estimated $20K sold.

Moisand Fitzgerald Tamayo first reported a position in IVAL in Q4 2023 and held it in 4 quarters. The position peaked at $20.9K in Q1 2024. 39 funds tracked by Wall St. Rank hold IVAL as of Q4 2024.

  • Moisand Fitzgerald Tamayo reported no remaining Alpha Architect International Quantitative Value ETF position as of Q4 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 775 Alpha Architect International Quantitative Value ETF shares in Q4 2024, an estimated $20K.
  • Moisand Fitzgerald Tamayo first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2023 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Alpha Architect International Quantitative Value ETF position peaked at $20.9K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.