PrairieView Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

PrairieView Partners’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 Q3	–	Sell	-1,869	Closed	-$47K	–	376
2024 Q2	$47K	Buy	1,869 +18	+1%	+$448	0.01%	209
2024 Q1	$49K	Buy	1,851 +18	+1%	+$464	0.01%	188
2023 Q4	$49K	Buy	1,833 +14	+0.8%	+$333	0.01%	182
2023 Q3	$41K	Buy	1,819 +17	+0.9%	+$420	0.01%	192
2023 Q2	$45K	Buy	1,802 +17	+1%	+$417	0.01%	203
2023 Q1	$44K	Buy	1,785 +25	+1%	+$645	0.01%	195
2022 Q4	$43K	Buy	1,760 +9	+0.5%	+$223	0.01%	202
2022 Q3	$42K	Buy	1,751 +19	+1%	+$529	0.01%	192
2022 Q2	$47K	Hold	1,732	–	–	0.01%	195
2022 Q1	$56K	Hold	1,732	–	–	0.01%	187
2021 Q4	$60K	Hold	1,732	–	–	0.01%	196
2021 Q3	$53K	Hold	1,732	–	–	0.01%	161
2021 Q2	$53K	Hold	1,732	–	–	0.01%	162
2021 Q1	$48K	Buy	+1,732	New	+$45.5K	0.01%	166

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

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

Commonwealth Equity Services

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return