World Investment Advisors’s Fidelity US Multifactor ETF FLRG Stock Holding History

World Investment Advisors’s Portfolio FLRG Stock Details FLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Hold	31,348	–	–	0.02%	663
2026 Q1	$1.15M	Hold	31,348	–	–	0.02%	664
2025 Q4	$1.19M	Sell	31,348 -2,481	-7%	-$94.4K	0.02%	628
2025 Q3	$1.3M	Sell	33,829 -1,096	-3%	-$40.5K	0.03%	501
2025 Q2	$1.26M	Buy	34,925 +3,400	+11%	+$115K	0.03%	467
2025 Q1	$1.05M	Buy	31,525 +11,025	+54%	+$379K	0.03%	496
2024 Q4	$693K	Hold	20,500	–	–	0.02%	564
2024 Q3	$694K	Hold	20,500	–	–	0.02%	502
2024 Q2	$647K	Sell	20,500 -100	-0.5%	-$3.04K	0.04%	351
2024 Q1	$629K	Buy	20,600 +7,000	+51%	+$203K	0.09%	185
2023 Q4	$378K	Buy	+13,600	New	+$359K	0.05%	267

Other funds holding FLRG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

World Investment Advisors's FLRG Position: Q2 2026 in Review

World Investment Advisors held its Fidelity US Multifactor ETF (FLRG) position steady in Q2 2026 at 31,348 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #663.

World Investment Advisors first reported a position in FLRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2025. 47 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

World Investment Advisors held 31,348 shares of Fidelity US Multifactor ETF worth $1.15M as of Q2 2026.
World Investment Advisors left its Fidelity US Multifactor ETF share count unchanged in Q2 2026.
Fidelity US Multifactor ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #663 holding.
World Investment Advisors first reported a position in Fidelity US Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
World Investment Advisors's Fidelity US Multifactor ETF position peaked at $1.3M in Q3 2025.
47 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.