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NewEdge Advisors’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-28,667
Closed -$715K – 3878
2024
Q2 		$715K Buy
+28,667
New +$747K 0.01% 1218

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors's IVAL Position: Q3 2024 in Review

NewEdge Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q3 2024, closing a stake of 28,667 shares — an estimated $715K sold.

NewEdge Advisors first reported a position in IVAL in Q2 2024 and held it in 1 quarter. The position peaked at $715K in Q2 2024. 37 funds tracked by Wall St. Rank hold IVAL as of Q3 2024.

  • NewEdge Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 28,667 Alpha Architect International Quantitative Value ETF shares in Q3 2024, an estimated $715K.
  • NewEdge Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q2 2024 and held it in 1 quarter.
  • NewEdge Advisors's Alpha Architect International Quantitative Value ETF position peaked at $715K in Q2 2024.
  • 37 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.