Fidelity Investments
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Fidelity Investments’s Monarch Volume Factor Global Unconstrained Index ETF MVFG Stock Holding History

Fidelity Investments’s Portfolio MVFG Stock Details MVFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.65K Sell
207
-574
-73% -$19.2K ﹤0.01% 4857
2025
Q4 		$24.3K Buy
+781
New +$24.2K ﹤0.01% 4397

Other funds holding MVFG

KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $688M AUM 33.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments's MVFG Position: Q1 2026 in Review

Fidelity Investments reduced its Monarch Volume Factor Global Unconstrained Index ETF (MVFG) stake by 73% in Q1 2026, selling an estimated $19.2K and leaving 207 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4857.

Fidelity Investments first reported a position in MVFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.3K in Q4 2025. 7 funds tracked by Wall St. Rank hold MVFG as of Q1 2026.

  • Fidelity Investments held 207 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $6.65K as of Q1 2026.
  • Fidelity Investments sold 574 Monarch Volume Factor Global Unconstrained Index ETF shares in Q1 2026, an estimated $19.2K.
  • Monarch Volume Factor Global Unconstrained Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4857 holding.
  • Fidelity Investments first reported a position in Monarch Volume Factor Global Unconstrained Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Fidelity Investments's Monarch Volume Factor Global Unconstrained Index ETF position peaked at $24.3K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Monarch Volume Factor Global Unconstrained Index ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.