SWM
FIVA

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

SHP 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
Q1 		$2.79K Hold
80
– – ﹤0.01% 1209
2025
Q4 		$2.74K Buy
+80
New +$2.59K ﹤0.01% 1084

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 $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 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 $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SHP Wealth Management's FIVA Position: Q1 2026 in Review

SHP Wealth Management held its Fidelity International Value Factor ETF (FIVA) position steady in Q1 2026 at 80 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

SHP Wealth Management first reported a position in FIVA in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

  • SHP Wealth Management held 80 shares of Fidelity International Value Factor ETF worth $2.79K as of Q1 2026.
  • SHP Wealth Management left its Fidelity International Value Factor ETF share count unchanged in Q1 2026.
  • Fidelity International Value Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1209 holding.
  • SHP Wealth Management first reported a position in Fidelity International Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.