Morgan Stanley
FIVA

Morgan Stanley’s Fidelity International Value Factor ETF FIVA Stock Holding History

Morgan Stanley’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
Q1 		$158K Buy
4,528
+84
+2% +$3.03K ﹤0.01% 5968
2025
Q4 		$152K Buy
4,444
+3,940
+782% +$128K ﹤0.01% 6034
2025
Q3 		$15.8K Sell
504
-14,641
-97% -$444K ﹤0.01% 6760
2025
Q2 		$444K Sell
15,145
-4,700
-24% -$131K ﹤0.01% 5522
2025
Q1 		$529K Buy
19,845
+17,686
+819% +$462K ﹤0.01% 5300
2024
Q4 		$52.3K Buy
2,159
+1,864
+632% +$47.2K ﹤0.01% 6277
2024
Q3 		$7.84K Sell
295
-392
-57% -$10.1K ﹤0.01% 6785
2024
Q2 		$17.3K Buy
+687
New +$17.6K ﹤0.01% 6514
2024
Q1 		– Sell
-2
Closed -$56 – 7872
2023
Q4 		$56 Buy
+2
New +$46 ﹤0.01% 7631
2023
Q2 		– Sell
-170
Closed -$3.85K – 7672
2023
Q1 		$3.85K Buy
+170
New +$3.83K ﹤0.01% 7117

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return