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 Q2	$14.9M	Buy	386,552 +41,973	+12%	+$1.57M	0.01%	529
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 $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HAS

Holland Advisory Services Ormond Beach, Florida $90.5M AUM 26.78% 1-Year Est. Return

Northwestern Mutual Wealth Management's FIVA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Fidelity International Value Factor ETF (FIVA) stake by 12% in Q2 2026, buying an estimated $1.57M and bringing the position to 386,552 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #529.

Northwestern Mutual Wealth Management first reported a position in FIVA in Q1 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

Northwestern Mutual Wealth Management held 386,552 shares of Fidelity International Value Factor ETF worth $14.9M as of Q2 2026.
Northwestern Mutual Wealth Management bought 41,973 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $1.57M.
Fidelity International Value Factor ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #529 holding.
Northwestern Mutual Wealth Management first reported a position in Fidelity International Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.