Kovitz Investment Group Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.77M	Buy	+102,291	New	+$2.77M	0.01%	556
2025 Q1	–	Sell	-65,840	Closed	-$1.78M	–	1256
2024 Q4	$1.78M	Buy	65,840 +19,953	+43%	+$541K	0.01%	594
2024 Q3	$1.36M	Buy	+45,887	New	+$1.36M	0.01%	557