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World Investment Advisors’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

World Investment Advisors’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,243
Closed -$323K – 1100
2024
Q4 		$323K Buy
7,243
+659
+10% +$30.2K 0.01% 800
2024
Q3 		$304K Buy
6,584
+1,589
+32% +$69.8K 0.01% 732
2024
Q2 		$214K Buy
+4,995
New +$218K 0.01% 575

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

World Investment Advisors's QVAL Position: Q1 2025 in Review

World Investment Advisors sold out of Alpha Architect US Quantitative Value ETF (QVAL) in Q1 2025, closing a stake of 7,243 shares — an estimated $323K sold.

World Investment Advisors first reported a position in QVAL in Q2 2024 and held it in 3 quarters. The position peaked at $323K in Q4 2024. 59 funds tracked by Wall St. Rank hold QVAL as of Q1 2025.

  • World Investment Advisors reported no remaining Alpha Architect US Quantitative Value ETF position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 7,243 Alpha Architect US Quantitative Value ETF shares in Q1 2025, an estimated $323K.
  • World Investment Advisors first reported a position in Alpha Architect US Quantitative Value ETF in Q2 2024 and held it in 3 quarters.
  • World Investment Advisors's Alpha Architect US Quantitative Value ETF position peaked at $323K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.