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

IFS 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 Q1	–	Sell	-18,674	Closed	-$648K	–	117
2021 Q4	$648K	Sell	18,674 -634	-3%	-$20.7K	0.46%	18
2021 Q3	$586K	Sell	19,308 -540	-3%	-$17.1K	0.38%	20
2021 Q2	$603K	Sell	19,848 -1,024	-5%	-$30.4K	0.4%	21
2021 Q1	$573K	Sell	20,872 -1,656	-7%	-$43.5K	0.45%	18
2020 Q4	$571K	Buy	+22,528	New	+$556K	0.44%	15

Other funds holding FREL

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

WSFS

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return

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

RWMH

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

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

IFS Advisors's FREL Position: Q1 2022 in Review

IFS Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2022, closing a stake of 18,674 shares — an estimated $648K sold.

IFS Advisors first reported a position in FREL in Q4 2020 and held it in 5 quarters. The position peaked at $648K in Q4 2021. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

IFS Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2022 after selling out during the quarter.
IFS Advisors sold 18,674 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $648K.
IFS Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and held it in 5 quarters.
IFS Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $648K in Q4 2021.
215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on IFS Advisors's 13F filing for Q1 2022, filed 10 May 2022.