Braeburn Wealth Management’s Fidelity International Value Factor ETF FIVA Stock Holding History

Braeburn Wealth Management’s Portfolio FIVA Stock Details FIVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Buy	112,099 +1,177	+1%	+$44K	1.85%	8
2026 Q1	$3.86M	Sell	110,922 -105,875	-49%	-$3.82M	2.21%	8
2025 Q4	$7.42M	Buy	+216,797	New	+$7.03M	3.79%	5

Other funds holding FIVA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Braeburn Wealth Management's FIVA Position: Q2 2026 in Review

Braeburn Wealth Management increased its Fidelity International Value Factor ETF (FIVA) stake by 1.1% in Q2 2026, buying an estimated $44K and bringing the position to 112,099 shares worth $4.32M. The position accounts for 1.85% of the portfolio, ranked #8.

Braeburn Wealth Management first reported a position in FIVA in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.42M in Q4 2025. 97 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

Braeburn Wealth Management held 112,099 shares of Fidelity International Value Factor ETF worth $4.32M as of Q2 2026.
Braeburn Wealth Management bought 1,177 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $44K.
Fidelity International Value Factor ETF made up 1.85% of Braeburn Wealth Management's portfolio in Q2 2026, its #8 holding.
Braeburn Wealth Management first reported a position in Fidelity International Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
Braeburn Wealth Management's Fidelity International Value Factor ETF position peaked at $7.42M in Q4 2025.
97 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.