EWA
FREL icon

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

EverSource 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
Q3 		– Sell
-319
Closed -$9K – 2015
2022
Q2 		$9K Hold
319
– – ﹤0.01% 1066
2022
Q1 		$10K Hold
319
– – ﹤0.01% 967
2021
Q4 		$11K Buy
+319
New +$10.4K ﹤0.01% 920

Other funds holding FREL

PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
T
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

EverSource Wealth Advisors's FREL Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022, closing a stake of 319 shares — an estimated $9K sold.

EverSource Wealth Advisors first reported a position in FREL in Q4 2021 and held it in 3 quarters. The position peaked at $11K in Q4 2021. 192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

  • EverSource Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 319 Fidelity MSCI Real Estate Index ETF shares in Q3 2022, an estimated $9K.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $11K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.