Private Wealth Asset Management’s Fidelity International Value Factor ETF FIVA Stock Holding History

Private Wealth Asset 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	$17.4K	Buy	+500	New	+$18K	﹤0.01%	591

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

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 $7.33B 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

Private Wealth Asset Management's FIVA Position: Q1 2026 in Review

Private Wealth Asset Management opened a new position in Fidelity International Value Factor ETF (FIVA) in Q1 2026: 500 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

Private Wealth Asset Management held 500 shares of Fidelity International Value Factor ETF worth $17.4K as of Q1 2026.
Fidelity International Value Factor ETF was a new Private Wealth Asset Management position in Q1 2026.
Fidelity International Value Factor ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #591 holding.
88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.