IWC
FIVA

Integrated Wealth Concepts’s Fidelity International Value Factor ETF FIVA Stock Holding History

Integrated Wealth Concepts’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 		$93.3K Buy
+2,420
New +$90.5K ﹤0.01% 2868

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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

Integrated Wealth Concepts's FIVA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity International Value Factor ETF (FIVA) in Q2 2026: 2,420 shares worth $93.3K. The stake represents ﹤0.01% of the portfolio and ranks #2868 among its holdings.

97 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

  • Integrated Wealth Concepts held 2,420 shares of Fidelity International Value Factor ETF worth $93.3K as of Q2 2026.
  • Fidelity International Value Factor ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Fidelity International Value Factor ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2868 holding.
  • 97 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.