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

IndexIQ 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 		$656K Buy
20,237
+19,367
+2,226% +$613K 0.02% 349
2021
Q4 		$30K Buy
870
+19
+2% +$619 ﹤0.01% 1148
2021
Q3 		$26K Buy
851
+239
+39% +$7.57K ﹤0.01% 1134
2021
Q2 		$19K Buy
+612
New +$18.1K ﹤0.01% 1129

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IndexIQ Advisors's FREL Position: Q1 2022 in Review

IndexIQ Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2,226% in Q1 2022, buying an estimated $613K and bringing the position to 20,237 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #349.

IndexIQ Advisors first reported a position in FREL in Q2 2021 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold FREL as of Q1 2022.

  • IndexIQ Advisors held 20,237 shares of Fidelity MSCI Real Estate Index ETF worth $656K as of Q1 2022.
  • IndexIQ Advisors bought 19,367 Fidelity MSCI Real Estate Index ETF shares in Q1 2022, an estimated $613K.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #349 holding.
  • IndexIQ Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.