MWM
FREL icon

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

Mascoma 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
2024
Q4 		– Sell
-150
Closed -$4.42K – 519
2024
Q3 		$4.42K Sell
150
-400
-73% -$11.1K ﹤0.01% 394
2024
Q2 		$13.9K Sell
550
-700
-56% -$17.4K ﹤0.01% 297
2024
Q1 		$32.6K Sell
1,250
-2,150
-63% -$55.4K 0.01% 222
2023
Q4 		$90.6K Sell
3,400
-1,750
-34% -$41.7K 0.03% 143
2023
Q3 		$117K Sell
5,150
-1,850
-26% -$45.8K 0.04% 128
2023
Q2 		$175K Sell
7,000
-3,030
-30% -$74.3K 0.05% 110
2023
Q1 		$251K Sell
10,030
-5,515
-35% -$142K 0.07% 102
2022
Q4 		$386K Buy
15,545
+685
+5% +$16.9K 0.12% 83
2022
Q3 		$355K Buy
14,860
+1,750
+13% +$48.8K 0.12% 85
2022
Q2 		$356K Buy
13,110
+11,010
+524% +$328K 0.12% 88
2022
Q1 		$68K Buy
2,100
+1,900
+950% +$60.2K 0.02% 225
2021
Q4 		$7K Hold
200
– – ﹤0.01% 431
2021
Q3 		$6K Buy
+200
New +$6.33K ﹤0.01% 370
2019
Q3 		$2.14M Sell
76,562
-91,206
-54% -$2.48M 1.35% 17
2019
Q2 		$4.39M Buy
167,768
+13,939
+9% +$364K 2.75% 7
2019
Q1 		$4M Buy
153,829
+5,947
+4% +$147K 2.68% 7
2018
Q4 		$3.31M Sell
147,882
-1,395
-0.9% -$32.9K 2.53% 8
2018
Q3 		$3.59M Buy
149,277
+46,551
+45% +$1.15M 2.37% 11
2018
Q2 		$2.52M Buy
102,726
+64,270
+167% +$1.5M 1.77% 14
2018
Q1 		$880K Sell
38,456
-129,856
-77% -$3M 0.58% 29
2017
Q4 		$3.94M Sell
168,312
-23,230
-12% -$574K 2.42% 12
2017
Q3 		$4.65M Buy
191,542
+10,582
+6% +$258K 3.1% 9
2017
Q2 		$4.38M Buy
+180,960
New +$4.37M 2.96% 10

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Mascoma Wealth Management's FREL Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 150 shares — an estimated $4.42K sold.

Mascoma Wealth Management first reported a position in FREL in Q2 2017 and held it in 23 quarters. The position peaked at $4.65M in Q3 2017. 210 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Mascoma Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 150 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $4.42K.
  • Mascoma Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2017 and held it in 23 quarters.
  • Mascoma Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $4.65M in Q3 2017.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.