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

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

RWA Wealth Partners's FREL Position: Q4 2024 in Review

RWA Wealth Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 109,779 shares — an estimated $3.24M sold.

RWA Wealth Partners first reported a position in FREL in Q2 2017 and held it in 6 quarters. The position peaked at $12.7M in Q4 2017. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

RWA Wealth Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
RWA Wealth Partners sold 109,779 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $3.24M.
RWA Wealth Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2017 and held it in 6 quarters.
RWA Wealth Partners's Fidelity MSCI Real Estate Index ETF position peaked at $12.7M in Q4 2017.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.