NSIM
AAVM

North Star Investment Management’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

North Star Investment Management’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
2025
Q4 		– Sell
-123
Closed -$3.54K – 1624
2025
Q3 		$3.54K Hold
123
– – ﹤0.01% 1068
2025
Q2 		$3.34K Buy
+123
New +$3.11K ﹤0.01% 1055

Other funds holding AAVM

LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Star Investment Management's AAVM Position: Q4 2025 in Review

North Star Investment Management sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q4 2025, closing a stake of 123 shares — an estimated $3.54K sold.

North Star Investment Management first reported a position in AAVM in Q2 2025 and held it in 2 quarters. The position peaked at $3.54K in Q3 2025. 6 funds tracked by Wall St. Rank hold AAVM as of Q4 2025.

  • North Star Investment Management reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q4 2025 after selling out during the quarter.
  • North Star Investment Management sold 123 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q4 2025, an estimated $3.54K.
  • North Star Investment Management first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q2 2025 and held it in 2 quarters.
  • North Star Investment Management's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $3.54K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q4 2025.

Based on North Star Investment Management's 13F filing for Q4 2025, filed 30 Jan 2026.