Clearview Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Clearview Wealth Advisors’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 Q4	–	Sell	-633	Closed	-$15K	–	632
2022 Q3	$15K	Buy	633 +7	+1%	+$195	0.01%	287
2022 Q2	$17K	Buy	626 +5	+0.8%	+$149	0.01%	298
2022 Q1	$20K	Buy	621 +5	+0.8%	+$158	0.01%	301
2021 Q4	$21K	Buy	616 +4	+0.7%	+$130	0.01%	326
2021 Q3	$19K	Buy	612 +4	+0.7%	+$127	0.01%	342
2021 Q2	$19K	Buy	608 +4	+0.7%	+$119	0.01%	347
2021 Q1	$17K	Buy	604 +4	+0.7%	+$105	0.01%	351
2020 Q4	$15K	Buy	+600	New	+$14.8K	0.01%	329

Other funds holding FREL

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

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

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

RWMH

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

CNC

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

PFA

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearview Wealth Advisors's FREL Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2022, closing a stake of 633 shares — an estimated $15K sold.

Clearview Wealth Advisors first reported a position in FREL in Q4 2020 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 196 funds tracked by Wall St. Rank hold FREL as of Q4 2022.

Clearview Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 633 Fidelity MSCI Real Estate Index ETF shares in Q4 2022, an estimated $15K.
Clearview Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and held it in 8 quarters.
Clearview Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $21K in Q4 2021.
196 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.