World Investment Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

World Investment Advisors’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.26M	Buy	45,253 +824	+2%	+$95.3K	0.08%	250
2025 Q4	$5.11M	Sell	44,429 -2,069	-4%	-$237K	0.08%	258
2025 Q3	$5.29M	Sell	46,498 -1,487	-3%	-$168K	0.11%	212
2025 Q2	$5.41M	Buy	47,985 +10,954	+30%	+$1.23M	0.12%	188
2025 Q1	$4.13M	Buy	37,031 +7,217	+24%	+$801K	0.11%	223
2024 Q4	$3.29M	Sell	29,814 -2,105	-7%	-$231K	0.09%	254
2024 Q3	$3.64M	Buy	31,919 +5,121	+19%	+$555K	0.11%	204
2024 Q2	$2.9M	Buy	26,798 +5,292	+25%	+$567K	0.18%	118
2024 Q1	$2.29M	Buy	21,506 +15,396	+252%	+$1.63M	0.33%	74
2023 Q4	$642K	Buy	6,110 +4,016	+192%	+$419K	0.08%	193
2023 Q3	$217K	Buy	+2,094	New	+$216K	0.04%	242

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return