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Stephens Consulting’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

Stephens Consulting’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
2022
Q2 		– Sell
-5,739
Closed -$152K – 556
2022
Q1 		$152K Sell
5,739
-1,530
-21% -$40.2K 0.12% 95
2021
Q4 		$191K Buy
+7,269
New +$195K 0.16% 101

Other funds holding IVAL

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Consulting's IVAL Position: Q2 2022 in Review

Stephens Consulting sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q2 2022, closing a stake of 5,739 shares — an estimated $152K sold.

Stephens Consulting first reported a position in IVAL in Q4 2021 and held it in 2 quarters. The position peaked at $191K in Q4 2021. 23 funds tracked by Wall St. Rank hold IVAL as of Q2 2022.

  • Stephens Consulting reported no remaining Alpha Architect International Quantitative Value ETF position as of Q2 2022 after selling out during the quarter.
  • Stephens Consulting sold 5,739 Alpha Architect International Quantitative Value ETF shares in Q2 2022, an estimated $152K.
  • Stephens Consulting first reported a position in Alpha Architect International Quantitative Value ETF in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's Alpha Architect International Quantitative Value ETF position peaked at $191K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2022.

Based on Stephens Consulting's 13F filing for Q2 2022, filed 20 Jan 2023.