RWM
FIVA

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

Revisor 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
2025
Q2 		– Sell
-14,635
Closed -$390K – 274
2025
Q1 		$390K Buy
+14,635
New +$382K 0.17% 148

Other funds holding FIVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Revisor Wealth Management's FIVA Position: Q2 2025 in Review

Revisor Wealth Management sold out of Fidelity International Value Factor ETF (FIVA) in Q2 2025, closing a stake of 14,635 shares — an estimated $390K sold.

Revisor Wealth Management first reported a position in FIVA in Q1 2025 and held it in 1 quarter. The position peaked at $390K in Q1 2025. 49 funds tracked by Wall St. Rank hold FIVA as of Q2 2025.

  • Revisor Wealth Management reported no remaining Fidelity International Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Revisor Wealth Management sold 14,635 Fidelity International Value Factor ETF shares in Q2 2025, an estimated $390K.
  • Revisor Wealth Management first reported a position in Fidelity International Value Factor ETF in Q1 2025 and held it in 1 quarter.
  • Revisor Wealth Management's Fidelity International Value Factor ETF position peaked at $390K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2025.

Based on Revisor Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.