Lynch & Associates’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Lynch & Associates’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
2026 Q2	$410K	Buy	13,991 +1,322	+10%	+$38.3K	0.07%	112
2026 Q1	$341K	Buy	12,669 +786	+7%	+$21.9K	0.06%	109
2025 Q4	$320K	Sell	11,883 -189	-2%	-$5.16K	0.06%	111
2025 Q3	$336K	Buy	12,072 +100	+0.8%	+$2.75K	0.06%	110
2025 Q2	$324K	Sell	11,972 -175	-1%	-$4.68K	0.07%	111
2025 Q1	$334K	Buy	12,147 +835	+7%	+$23K	0.07%	105
2024 Q4	$306K	Sell	11,312 -192	-2%	-$5.49K	0.07%	108
2024 Q3	$339K	Buy	11,504 +433	+4%	+$12K	0.07%	105
2024 Q2	$281K	Buy	11,071 +599	+6%	+$14.9K	0.06%	111
2024 Q1	$273K	Buy	10,472 +1,270	+14%	+$32.7K	0.06%	110
2023 Q4	$245K	Buy	+9,202	New	+$219K	0.06%	111
2022 Q4	–	Sell	-8,547	Closed	-$204K	–	103
2022 Q3	$204K	Buy	8,547 +572	+7%	+$15.9K	0.06%	101
2022 Q2	$217K	Sell	7,975 -7	-0.1%	-$208	0.06%	96
2022 Q1	$259K	Buy	7,982 +320	+4%	+$10.1K	0.06%	96
2021 Q4	$266K	Buy	7,662 +728	+10%	+$23.7K	0.06%	97
2021 Q3	$211K	Buy	+6,934	New	+$220K	0.05%	98

Other funds holding FREL

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return