Prosperity Planning’s Fidelity International Value Factor ETF FIVA Stock Holding History

Prosperity Planning’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	$227K	Sell	5,889 -163	-3%	-$6.1K	0.05%	108
2026 Q1	$211K	Sell	6,052 -376	-6%	-$13.6K	0.05%	105
2025 Q4	$220K	Sell	6,428 -158	-2%	-$5.12K	0.06%	104
2025 Q3	$206K	Buy	+6,586	New	+$200K	0.06%	106
2024 Q4	–	Sell	-7,744	Closed	-$206K	–	104
2024 Q3	$206K	Buy	+7,744	New	+$200K	0.07%	102
2023 Q2	–	Sell	-8,880	Closed	-$201K	–	90
2023 Q1	$201K	Buy	+8,880	New	+$200K	0.09%	88

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Prosperity Planning's FIVA Position: Q2 2026 in Review

Prosperity Planning reduced its Fidelity International Value Factor ETF (FIVA) stake by 2.7% in Q2 2026, selling an estimated $6.1K and leaving 5,889 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #108.

Prosperity Planning first reported a position in FIVA in Q1 2023 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

Prosperity Planning held 5,889 shares of Fidelity International Value Factor ETF worth $227K as of Q2 2026.
Prosperity Planning sold 163 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $6.1K.
Fidelity International Value Factor ETF made up 0.05% of Prosperity Planning's portfolio in Q2 2026, its #108 holding.
Prosperity Planning first reported a position in Fidelity International Value Factor ETF in Q1 2023 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 Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.