Sequoia Global Value ETF
SFGV
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- James Yaworski
- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 3803 West Chester Pike, Suite 150 Newtown Square PA United States of America 19073
- IPO Date
- Jan 18, 2024
- CIK
- 0001592900
- Website
- sequoia-financial-sfgv.com
- Similar Companies
- Business
- EA Series Trust operates as a Delaware statutory trust that sponsors and issues a series of actively managed exchange-traded funds (ETFs) focused on various equity, fixed income, and alternative investment strategies; its core offerings include the Sequoia Global Value ETF (SFGV), which invests in growth and value stocks across diversified market capitalizations using proprietary research, alongside other funds such as Euclidean Fundamental Value ETF (ECML), Alpha Architect 1-3 Month Box ETF (BOXX), Strive U.S. Semiconductor ETF (SHOC), and multiple series targeting sectors like semiconductors, emerging markets, blue chip equities, and small-cap value. The trust serves institutional and retail investors seeking targeted exposure to U.S. and global equities, treasury bonds, and specialized themes through low-cost, liquid ETF structures. Formed on October 11, 2013, EA Series Trust is headquartered at 19 East Eagle Road, Havertown, Pennsylvania 19083, with recent administrative updates noting operations at 3803 West Chester Pike, Suite 150, Newtown Square, PA 19073. Empowered Funds, LLC (dba EA Advisers) acts as the primary investment adviser, overseeing a portfolio valued at approximately $2.84 billion across 1,118 holdings as of recent SEC filings, including significant positions in Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), iShares 0-3 Month Treasury Bond ETF (SGOV), and Microsoft Corporation (MSFT). In recent developments, the trust has expanded through new ETF launches and sub-advisory agreements, including the Warren Street Global Equity ETF and Warren Street Global Bond ETF registered for Nasdaq listing in September 2025, alongside investment sub-advisory pacts with firms such as Warren Street Wealth Advisors, LLC (September 2025) and Alpha Architect, LLC (June 2024). Additional filings in 2025 cover launches like FIS Bright Portfolios Focused Equity ETF, EA Bridgeway Blue Chip ETF, EA Bridgeway Omni Small-Cap Value ETF, and Castellan Targeted ETF, reflecting ongoing product innovation; select funds, including DVGR, announced liquidation on or around September 26, 2025. These changes underscore strategic growth in thematic and sector-specific ETFs amid a competitive landscape.