Wipfli Financial Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wipfli 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
2022 Q3	$2K	Buy	+64	New	+$1.78K	﹤0.01%	2281

Other funds holding FREL

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $7.86B AUM 19.64% 1-Year Est. Return

RWMH

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Wipfli Financial Advisors's FREL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2022: 64 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2281 among its holdings.

192 funds tracked by Wall St. Rank hold FREL as of Q3 2022.

Wipfli Financial Advisors held 64 shares of Fidelity MSCI Real Estate Index ETF worth $2K as of Q3 2022.
Fidelity MSCI Real Estate Index ETF was a new Wipfli Financial Advisors position in Q3 2022.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2281 holding.
192 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.