RWP
FREL icon

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

RWA Wealth 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
Q4 		– Sell
-109,779
Closed -$3.24M – 570
2024
Q3 		$3.24M Buy
+109,779
New +$3.05M 0.04% 204
2024
Q1 		– Sell
-51,677
Closed -$1.38M – 543
2023
Q4 		$1.38M Buy
+51,677
New +$1.23M 0.02% 260
2021
Q3 		– Sell
-194,242
Closed -$5.91M – 243
2021
Q2 		$5.91M Buy
+194,242
New +$5.76M 0.44% 68
2018
Q1 		– Sell
-515,017
Closed -$12.7M – 594
2017
Q4 		$12.7M Buy
515,017
+91,486
+22% +$2.26M 1.43% 12
2017
Q3 		$10.3M Buy
423,531
+9,993
+2% +$244K 1.16% 14
2017
Q2 		$10M Buy
+413,538
New +$9.99M 1.23% 19

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 $25.5B 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 $401M AUM 21.13% 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 $377M AUM 15.97% 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