Liberty Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-54	Closed	-$2K	–	500
2021 Q3	$2K	Hold	54	–	–	﹤0.01%	1049
2021 Q2	$2K	Sell	54 -1,181	-96%	-$35K	﹤0.01%	917
2021 Q1	$32K	Hold	1,235	–	–	0.02%	371
2020 Q4	$32K	Sell	1,235 -328	-21%	-$8.09K	0.02%	368
2020 Q3	$37K	Sell	1,563 -1,585	-50%	-$37.9K	0.02%	279
2020 Q2	$74K	Buy	3,148 +3	+0.1%	+$68	0.05%	175
2020 Q1	$65K	Buy	3,145 +6	+0.2%	+$158	0.06%	186
2019 Q4	$87K	Buy	3,139 +1,236	+65%	+$34.3K	0.07%	176
2019 Q3	$53K	Buy	1,903 +2	+0.1%	+$54	0.05%	220
2019 Q2	$50K	Buy	1,901 +3	+0.2%	+$78	0.04%	246
2019 Q1	$49K	Buy	1,898 +3	+0.2%	+$74	0.04%	205
2018 Q4	$42K	Buy	+1,895	New	+$44.7K	0.03%	209

Other funds holding FREL

PNC Financial Services Group

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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Thrivent Financial for Lutherans

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

Commonwealth Equity Services

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

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

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

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