Baron Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-197	Closed	-$5.35K	–	105
2022 Q2	$5.35K	Hold	197	–	–	﹤0.01%	167
2022 Q1	$6.38K	Hold	197	–	–	﹤0.01%	175
2021 Q4	$6.84K	Hold	197	–	–	﹤0.01%	179
2021 Q3	$5.99K	Hold	197	–	–	﹤0.01%	184
2021 Q2	$6K	Hold	197	–	–	﹤0.01%	194
2021 Q1	$5.42K	Hold	197	–	–	﹤0.01%	195
2020 Q4	$5K	Hold	197	–	–	﹤0.01%	206
2020 Q3	$4.63K	Buy	+197	New	+$4.71K	﹤0.01%	210

Other funds holding FREL

PNC Financial Services Group

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

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Commonwealth Equity Services

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

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

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

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return