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 Q2	$7.17K	Hold	207	–	–	﹤0.01%	4948
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 $8.25B AUM 24.8% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

WMA

West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Fidelity Investments's MVFG Position: Q2 2026 in Review

Fidelity Investments held its Monarch Volume Factor Global Unconstrained Index ETF (MVFG) position steady in Q2 2026 at 207 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #4948.

Fidelity Investments first reported a position in MVFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.3K in Q4 2025. 7 funds tracked by Wall St. Rank hold MVFG as of Q2 2026.

Fidelity Investments held 207 shares of Monarch Volume Factor Global Unconstrained Index ETF worth $7.17K as of Q2 2026.
Fidelity Investments left its Monarch Volume Factor Global Unconstrained Index ETF share count unchanged in Q2 2026.
Monarch Volume Factor Global Unconstrained Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4948 holding.
Fidelity Investments first reported a position in Monarch Volume Factor Global Unconstrained Index ETF in Q4 2025 and has held it in 3 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 Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.