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PCA Investment Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

PCA Investment Advisory Services’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
-8,547
Closed -$231K – 77
2024
Q4 		$231K Sell
8,547
-629
-7% -$18K 0.11% 125
2024
Q3 		$271K Buy
9,176
+28
+0.3% +$779 0.13% 112
2024
Q2 		$232K Sell
9,148
-575
-6% -$14.3K 0.12% 117
2024
Q1 		$254K Buy
9,723
+601
+7% +$15.5K 0.14% 104
2023
Q4 		$243K Sell
9,122
-3,852
-30% -$91.7K 0.16% 94
2023
Q3 		$295K Buy
12,974
+602
+5% +$14.9K 0.21% 76
2023
Q2 		$310K Sell
12,372
-897
-7% -$22K 0.19% 76
2023
Q1 		$331K Buy
+13,269
New +$343K 0.23% 72

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

PCA Investment Advisory Services's FREL Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 8,547 shares — an estimated $231K sold.

PCA Investment Advisory Services first reported a position in FREL in Q1 2023 and held it in 8 quarters. The position peaked at $331K in Q1 2023. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 8,547 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $231K.
  • PCA Investment Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and held it in 8 quarters.
  • PCA Investment Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $331K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.