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ShoreHaven Wealth Partners’s Fidelity International Value Factor ETF FIVA Stock Holding History

ShoreHaven Wealth Partners’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 		$245K Buy
+6,361
New +$238K 0.08% 95

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
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

ShoreHaven Wealth Partners's FIVA Position: Q2 2026 in Review

ShoreHaven Wealth Partners opened a new position in Fidelity International Value Factor ETF (FIVA) in Q2 2026: 6,361 shares worth $245K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings.

96 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

  • ShoreHaven Wealth Partners held 6,361 shares of Fidelity International Value Factor ETF worth $245K as of Q2 2026.
  • Fidelity International Value Factor ETF was a new ShoreHaven Wealth Partners position in Q2 2026.
  • Fidelity International Value Factor ETF made up 0.08% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • 96 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.