Adamsbrown Wealth Consultants’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Adamsbrown Wealth Consultants’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
2024 Q2	–	Sell	-7,825	Closed	-$204K	–	87
2024 Q1	$204K	Sell	7,825 -1,228	-14%	-$31.6K	0.08%	76
2023 Q4	$241K	Sell	9,053 -3,657	-29%	-$87.1K	0.11%	69
2023 Q3	$289K	Sell	12,710 -7,681	-38%	-$190K	0.14%	58
2023 Q2	$512K	Sell	20,391 -176,315	-90%	-$4.33M	0.27%	39
2023 Q1	$4.9M	Buy	196,706 +1,619	+0.8%	+$41.8K	2.82%	12
2022 Q4	$4.84M	Buy	195,087 +20,018	+11%	+$495K	2.94%	12
2022 Q3	$4.19M	Buy	175,069 +53,569	+44%	+$1.49M	3.19%	10
2022 Q2	$3.3M	Buy	121,500 +79,325	+188%	+$2.36M	2.6%	12
2022 Q1	$1.37M	Buy	+42,175	New	+$1.34M	1.08%	19

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Adamsbrown Wealth Consultants's FREL Position: Q2 2024 in Review

Adamsbrown Wealth Consultants sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 7,825 shares — an estimated $204K sold.

Adamsbrown Wealth Consultants first reported a position in FREL in Q1 2022 and held it in 9 quarters. The position peaked at $4.9M in Q1 2023. 198 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

Adamsbrown Wealth Consultants reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
Adamsbrown Wealth Consultants sold 7,825 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $204K.
Adamsbrown Wealth Consultants first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and held it in 9 quarters.
Adamsbrown Wealth Consultants's Fidelity MSCI Real Estate Index ETF position peaked at $4.9M in Q1 2023.
198 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2024, filed 12 Jul 2024.