Fidelity msci rl est etf shares owned by UMA Financial Services
Quarter-by-quarter ownership of Fidelity msci rl est etf (FREL) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Fidelity msci rl est etf
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Quarterly reported holdings in Fidelity msci rl est etf by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 192k | 29.23 |
| 2024-06-30 | $5.7M | 211k | 26.94 |
| 2024-03-31 | $5.3M | 220k | 23.89 |
| 2023-12-31 | $5.7M | 219k | 25.92 |
| 2023-09-30 | $5.0M | 221k | 22.59 |
| 2023-06-30 | $5.3M | 210k | 25.34 |
| 2023-03-31 | $5.2M | 207k | 24.93 |
| 2022-12-31 | $5.3M | 199k | 26.59 |
| 2022-09-30 | $3.9M | 161k | 24.33 |
| 2022-06-30 | $4.0M | 138k | 29.29 |
| 2022-03-31 | $4.7M | 150k | 31.02 |
| 2021-12-31 | $5.0M | 149k | 33.27 |
| 2021-09-30 | $4.8M | 152k | 31.82 |
| 2021-06-30 | $4.8M | 152k | 31.36 |
| 2021-03-31 | $4.5M | 159k | 28.04 |
| 2020-12-31 | $4.2M | 161k | 26.45 |
| 2020-09-30 | $3.9M | 167k | 23.36 |
| 2020-06-30 | $4.1M | 167k | 24.55 |
| 2020-03-31 | $3.6M | 166k | 21.75 |
| 2019-12-31 | $4.3M | 155k | 28.03 |
| 2019-09-30 | $4.2M | 153k | 27.45 |