UCFA
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United Capital Financial Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$289K Buy
10,717
+1,097
+11% +$30.5K ﹤0.01% 1369
2025
Q4 		$259K Buy
+9,620
New +$263K ﹤0.01% 1227
2022
Q2 		– Sell
-7,343
Closed -$238K – 1148
2022
Q1 		$238K Buy
7,343
+18
+0.2% +$570 ﹤0.01% 1068
2021
Q4 		$254K Buy
+7,325
New +$239K ﹤0.01% 1086
2021
Q3 		– Sell
-6,691
Closed -$204K – 1214
2021
Q2 		$204K Buy
+6,691
New +$198K ﹤0.01% 1162

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return