Certified Advisory Corp’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-437	Closed	-$12K	–	393
2021 Q1	$12K	Buy	+437	New	+$11.5K	﹤0.01%	571
2020 Q2	$61K	Buy	2,601 +1,756	+208%	+$39.6K	0.02%	274
2020 Q1	$18K	Hold	845	–	–	0.01%	432
2019 Q4	$24K	Hold	845	–	–	0.01%	442
2019 Q3	$24K	Buy	845 +225	+36%	+$6.11K	0.01%	449
2019 Q2	$16K	Hold	620	–	–	0.01%	517
2019 Q1	$16K	Hold	620	–	–	0.01%	486
2018 Q4	$14K	Hold	620	–	–	0.01%	490
2018 Q3	$15K	Buy	620 +1	+0.2%	+$25	0.01%	504
2018 Q2	$15K	Hold	619	–	–	0.01%	477
2018 Q1	$14K	Buy	619 +1	+0.2%	+$23	0.01%	460
2017 Q4	$15K	Buy	+618	New	+$15.3K	0.01%	412

Other funds holding FREL

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

CNC

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Certified Advisory Corp's FREL Position: Q2 2021 in Review

Certified Advisory Corp sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2021, closing a stake of 437 shares — an estimated $12K sold.

Certified Advisory Corp first reported a position in FREL in Q4 2017 and held it in 12 quarters. The position peaked at $61K in Q2 2020. 181 funds tracked by Wall St. Rank hold FREL as of Q2 2021.

Certified Advisory Corp reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 437 Fidelity MSCI Real Estate Index ETF shares in Q2 2021, an estimated $12K.
Certified Advisory Corp first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Fidelity MSCI Real Estate Index ETF position peaked at $61K in Q2 2020.
181 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.