SGK
FIVA

Steigerwald Gordon & Koch’s Fidelity International Value Factor ETF FIVA Stock Holding History

Steigerwald Gordon & Koch’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% 669
2025
Q4 		$2.74K Hold
80
– – ﹤0.01% 774
2025
Q3 		$2.5K Buy
+80
New +$2.43K ﹤0.01% 705

Other funds holding FIVA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $377B AUM 19.32% 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 $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
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

Steigerwald Gordon & Koch's FIVA Position: Q1 2026 in Review

Steigerwald Gordon & Koch 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 #669.

Steigerwald Gordon & Koch first reported a position in FIVA in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold FIVA as of Q1 2026.

  • Steigerwald Gordon & Koch held 80 shares of Fidelity International Value Factor ETF worth $2.79K as of Q1 2026.
  • Steigerwald Gordon & Koch left its Fidelity International Value Factor ETF share count unchanged in Q1 2026.
  • Fidelity International Value Factor ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q1 2026, its #669 holding.
  • Steigerwald Gordon & Koch first reported a position in Fidelity International Value Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.