Fidelity msci rl est etf shares owned by Essential Planning
Quarter-by-quarter ownership of Fidelity msci rl est etf (FREL) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Fidelity msci rl est etf
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Quarterly reported holdings in Fidelity msci rl est etf by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 132k | 27.81 |
| 2025-06-30 | $3.6M | 132k | 27.04 |
| 2025-03-31 | $3.6M | 129k | 27.47 |
| 2024-12-31 | $227M | 7.9M | 28.62 |
| 2024-09-30 | $3.7M | 127k | 29.48 |
| 2024-06-30 | $3.2M | 126k | 25.34 |
| 2024-03-31 | $3.2M | 120k | 26.65 |
| 2023-09-30 | $2.7M | 120k | 22.83 |
| 2023-06-30 | $2.9M | 114k | 25.09 |
| 2023-03-31 | $2.7M | 110k | 24.89 |
| 2022-12-31 | $2.2M | 94k | 23.92 |
| 2022-09-30 | $2.2M | 94k | 23.92 |