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

Teamwork Financial 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
Q2 		– Sell
-9,901
Closed -$267K – 168
2024
Q1 		$267K Sell
9,901
-7,673
-44% -$198K 0.04% 154
2023
Q4 		$440K Sell
17,574
-33,608
-66% -$792K 0.08% 105
2023
Q3 		$1.21M Buy
+51,182
New +$1.25M 0.2% 72

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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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
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
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

Teamwork Financial Advisors's IVAL Position: Q2 2024 in Review

Teamwork Financial Advisors sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q2 2024, closing a stake of 9,901 shares — an estimated $267K sold.

Teamwork Financial Advisors first reported a position in IVAL in Q3 2023 and held it in 3 quarters. The position peaked at $1.21M in Q3 2023. 34 funds tracked by Wall St. Rank hold IVAL as of Q2 2024.

  • Teamwork Financial Advisors reported no remaining Alpha Architect International Quantitative Value ETF position as of Q2 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 9,901 Alpha Architect International Quantitative Value ETF shares in Q2 2024, an estimated $267K.
  • Teamwork Financial Advisors first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2023 and held it in 3 quarters.
  • Teamwork Financial Advisors's Alpha Architect International Quantitative Value ETF position peaked at $1.21M in Q3 2023.
  • 34 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q2 2024.

Based on Teamwork Financial Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.