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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

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci rl est etf held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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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
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