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 Q2	–	Sell	-80	Closed	-$2.79K	–	774
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 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 22.9% 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

Steigerwald Gordon & Koch's FIVA Position: Q2 2026 in Review

Steigerwald Gordon & Koch sold out of Fidelity International Value Factor ETF (FIVA) in Q2 2026, closing a stake of 80 shares — an estimated $2.79K sold.

Steigerwald Gordon & Koch first reported a position in FIVA in Q3 2025 and held it in 3 quarters. The position peaked at $2.79K in Q1 2026. 96 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

Steigerwald Gordon & Koch reported no remaining Fidelity International Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Steigerwald Gordon & Koch sold 80 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $2.79K.
Steigerwald Gordon & Koch first reported a position in Fidelity International Value Factor ETF in Q3 2025 and held it in 3 quarters.
Steigerwald Gordon & Koch's Fidelity International Value Factor ETF position peaked at $2.79K in Q1 2026.
96 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.