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True Wealth Design’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

True Wealth Design’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
2023
Q1 		– Sell
-487
Closed -$12.1K – 875
2022
Q4 		$12.1K Buy
+487
New +$12K 0.01% 207

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

True Wealth Design's FREL Position: Q1 2023 in Review

True Wealth Design sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2023, closing a stake of 487 shares — an estimated $12.1K sold.

True Wealth Design first reported a position in FREL in Q4 2022 and held it in 1 quarter. The position peaked at $12.1K in Q4 2022. 194 funds tracked by Wall St. Rank hold FREL as of Q1 2023.

  • True Wealth Design reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2023 after selling out during the quarter.
  • True Wealth Design sold 487 Fidelity MSCI Real Estate Index ETF shares in Q1 2023, an estimated $12.1K.
  • True Wealth Design first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 1 quarter.
  • True Wealth Design's Fidelity MSCI Real Estate Index ETF position peaked at $12.1K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2023.

Based on True Wealth Design's 13F filing for Q1 2023, filed 12 May 2023.