Morgan Stanley
IVAL icon

Morgan Stanley’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Morgan Stanley’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
2025
Q4 		– Sell
-201
Closed -$6.08K – 8348
2025
Q3 		$6.08K Buy
201
+200
+20,000% +$5.83K ﹤0.01% 7042
2025
Q2 		$38 Buy
+1
New +$27 ﹤0.01% 7868
2025
Q1 		– Sell
-1
Closed -$42 – 8157
2024
Q4 		$42 Hold
1
– – ﹤0.01% 7671
2024
Q3 		$35 Buy
+1
New +$25 ﹤0.01% 7692
2024
Q2 		– Sell
-1,701
Closed -$45.9K – 7909
2024
Q1 		$45.9K Sell
1,701
-1,701
-50% -$43.9K ﹤0.01% 6247
2023
Q4 		$85.2K Buy
3,402
+1,702
+100% +$40.1K ﹤0.01% 6215
2023
Q3 		$40.1K Sell
1,700
-691
-29% -$16.9K ﹤0.01% 6258
2023
Q2 		$56.9K Sell
2,391
-142
-6% -$3.31K ﹤0.01% 6164
2023
Q1 		$59.4K Buy
2,533
+142
+6% +$3.3K ﹤0.01% 6216
2022
Q4 		$52.4K Buy
2,391
+691
+41% +$15.8K ﹤0.01% 6272
2022
Q3 		$34K Hold
1,700
– – ﹤0.01% 6572
2022
Q2 		$38K Sell
1,700
-610
-26% -$15.3K ﹤0.01% 6727
2022
Q1 		$61K Buy
2,310
+82
+4% +$2.16K ﹤0.01% 6606
2021
Q4 		$59K Hold
2,228
– – ﹤0.01% 6733
2021
Q3 		$60K Hold
2,228
– – ﹤0.01% 6634
2021
Q2 		$64K Sell
2,228
-525
-19% -$15.5K ﹤0.01% 6560
2021
Q1 		$79K Buy
2,753
+525
+24% +$14.9K ﹤0.01% 6133
2020
Q4 		$61K Hold
2,228
– – ﹤0.01% 6093
2020
Q3 		$55K Hold
2,228
– – ﹤0.01% 5693
2020
Q2 		$54K Buy
2,228
+528
+31% +$12.2K ﹤0.01% 5654
2020
Q1 		$35K Buy
+1,700
New +$44.1K ﹤0.01% 5589
2019
Q1 		– Sell
-65
Closed -$2K – 6641
2018
Q4 		$2K Hold
65
– – ﹤0.01% 6418
2018
Q3 		$2K Sell
65
-1,250
-95% -$38.3K ﹤0.01% 6574
2018
Q2 		$40K Buy
1,315
+1,250
+1,923% +$40.5K ﹤0.01% 5970
2018
Q1 		$2K Hold
65
– – ﹤0.01% 6499
2017
Q4 		$2K Hold
65
– – ﹤0.01% 6445
2017
Q3 		$2K Buy
+65
New +$2.02K ﹤0.01% 6403

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Morgan Stanley's IVAL Position: Q4 2025 in Review

Morgan Stanley sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q4 2025, closing a stake of 201 shares — an estimated $6.08K sold.

Morgan Stanley first reported a position in IVAL in Q3 2017 and held it in 27 quarters. The position peaked at $85.2K in Q4 2023. 33 funds tracked by Wall St. Rank hold IVAL as of Q4 2025.

  • Morgan Stanley reported no remaining Alpha Architect International Quantitative Value ETF position as of Q4 2025 after selling out during the quarter.
  • Morgan Stanley sold 201 Alpha Architect International Quantitative Value ETF shares in Q4 2025, an estimated $6.08K.
  • Morgan Stanley first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2017 and held it in 27 quarters.
  • Morgan Stanley's Alpha Architect International Quantitative Value ETF position peaked at $85.2K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q4 2025.

Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.