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

OneDigital Investment 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
2025
Q1 		– Sell
-16,822
Closed -$455K – 1441
2024
Q4 		$455K Buy
16,822
+2,290
+16% +$65.5K 0.01% 927
2024
Q3 		$428K Buy
14,532
+1,286
+10% +$35.8K ﹤0.01% 996
2024
Q2 		$336K Buy
13,246
+20
+0.2% +$498 ﹤0.01% 1056
2024
Q1 		$345K Sell
13,226
-1,146
-8% -$29.5K 0.01% 866
2023
Q4 		$383K Buy
14,372
+2,799
+24% +$66.7K 0.01% 821
2023
Q3 		$263K Buy
11,573
+231
+2% +$5.71K 0.01% 846
2023
Q2 		$285K Buy
11,342
+1,961
+21% +$48.1K 0.01% 848
2023
Q1 		$234K Buy
9,381
+140
+2% +$3.61K 0.01% 858
2022
Q4 		$229K Buy
9,241
+159
+2% +$3.93K 0.01% 737
2022
Q3 		$217K Sell
9,082
-44
-0.5% -$1.23K 0.01% 686
2022
Q2 		$248K Buy
9,126
+2
+0% +$60 0.01% 606
2022
Q1 		$296K Buy
9,124
+173
+2% +$5.48K 0.01% 600
2021
Q4 		$311K Buy
8,951
+384
+4% +$12.5K 0.01% 589
2021
Q3 		$260K Sell
8,567
-154
-2% -$4.88K 0.01% 610
2021
Q2 		$265K Sell
8,721
-8
-0.1% -$237 0.01% 589
2021
Q1 		$240K Hold
8,729
– – 0.01% 562
2020
Q4 		$222K Sell
8,729
-175
-2% -$4.32K 0.01% 573
2020
Q3 		$209K Buy
+8,904
New +$213K 0.01% 542

Other funds holding FREL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

OneDigital Investment Advisors's FREL Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 16,822 shares — an estimated $455K sold.

OneDigital Investment Advisors first reported a position in FREL in Q3 2020 and held it in 18 quarters. The position peaked at $455K in Q4 2024. 201 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 16,822 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $455K.
  • OneDigital Investment Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 18 quarters.
  • OneDigital Investment Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $455K in Q4 2024.
  • 201 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.