Abound Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Abound Wealth Management’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-173	Closed	-$4.66K	–	1448
2026 Q1	$4.66K	Buy	+173	New	+$4.82K	﹤0.01%	744
2024 Q3	–	Sell	-367	Closed	-$9.3K	–	1316
2024 Q2	$9.3K	Hold	367	–	–	﹤0.01%	383
2024 Q1	$9.58K	Hold	367	–	–	﹤0.01%	386
2023 Q4	$9.78K	Hold	367	–	–	﹤0.01%	372
2023 Q3	$8.35K	Hold	367	–	–	﹤0.01%	368
2023 Q2	$9.21K	Hold	367	–	–	﹤0.01%	355
2023 Q1	$9.14K	Hold	367	–	–	﹤0.01%	296
2022 Q4	$9.11K	Sell	367 -166	-31%	-$4.11K	﹤0.01%	272
2022 Q3	$12.8K	Buy	533 +166	+45%	+$4.63K	0.01%	253
2022 Q2	$9.97K	Buy	+367	New	+$10.9K	0.01%	93

Other funds holding FREL

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return