Cornerstone Wealth Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Cornerstone Wealth 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
2020 Q2	–	Sell	-93,591	Closed	-$1.95M	–	136
2020 Q1	$1.95M	Buy	93,591 +16,684	+22%	+$440K	0.69%	47
2019 Q4	$2.14M	Buy	76,907 +5,209	+7%	+$144K	0.58%	61
2019 Q3	$2M	Buy	71,698 +6,306	+10%	+$171K	0.5%	60
2019 Q2	$1.71M	Buy	65,392 +10,932	+20%	+$286K	0.46%	64
2019 Q1	$1.41M	Buy	+54,460	New	+$1.35M	0.36%	66

Other funds holding FREL

PNC Financial Services Group

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

Commonwealth Equity Services

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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return