Northwestern Mutual Wealth Management’s Fidelity International Value Factor ETF FIVA Stock Holding History

Northwestern Mutual Wealth Management’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	$12M	Buy	344,579 +342,840	+19,715%	+$12.4M	0.01%	556
2025 Q4	$59.5K	Buy	1,739 +1,239	+248%	+$40.2K	﹤0.01%	2333
2025 Q3	$15.6K	Sell	500 -4,519	-90%	-$137K	﹤0.01%	2759
2025 Q2	$147K	Buy	5,019 +1,231	+32%	+$34.3K	﹤0.01%	1863
2025 Q1	$101K	Buy	+3,788	New	+$98.9K	﹤0.01%	1924

Other funds holding FIVA

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $7.33B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's FIVA Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Fidelity International Value Factor ETF (FIVA) stake by 19,715% in Q1 2026, buying an estimated $12.4M and bringing the position to 344,579 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #556.

Northwestern Mutual Wealth Management first reported a position in FIVA in Q1 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

Northwestern Mutual Wealth Management held 344,579 shares of Fidelity International Value Factor ETF worth $12M as of Q1 2026.
Northwestern Mutual Wealth Management bought 342,840 Fidelity International Value Factor ETF shares in Q1 2026, an estimated $12.4M.
Fidelity International Value Factor ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #556 holding.
Northwestern Mutual Wealth Management first reported a position in Fidelity International Value Factor ETF in Q1 2025 and has held it in 5 quarters since.
88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.