Carson Wealth (CWM LLC)
FIVA

Carson Wealth (CWM LLC)’s Fidelity International Value Factor ETF FIVA Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q4 		– Sell
-40
Closed -$1K – 4983
2024
Q3 		$1K Buy
+40
New +$1.03K ﹤0.01% 4581

Other funds holding FIVA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $193M AUM 18.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FIVA Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Fidelity International Value Factor ETF (FIVA) in Q4 2024, closing a stake of 40 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in FIVA in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 31 funds tracked by Wall St. Rank hold FIVA as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Fidelity International Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 40 Fidelity International Value Factor ETF shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity International Value Factor ETF in Q3 2024 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Fidelity International Value Factor ETF position peaked at $1K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.