Abound Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Abound Wealth Management’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 Q2	–	Sell	-173	Closed	-$4.66K	–	1447
2026 Q1	$4.66K	Buy	+173	New	+$4.82K	﹤0.01%	744
2024 Q3	–	Sell	-367	Closed	-$9.3K	–	1315
2024 Q2	$9.3K	Hold	367	–	–	﹤0.01%	383
2024 Q1	$9.58K	Hold	367	–	–	﹤0.01%	386
2023 Q4	$9.78K	Hold	367	–	–	﹤0.01%	372
2023 Q3	$8.35K	Hold	367	–	–	﹤0.01%	368
2023 Q2	$9.21K	Hold	367	–	–	﹤0.01%	355
2023 Q1	$9.14K	Hold	367	–	–	﹤0.01%	296
2022 Q4	$9.11K	Sell	367 -166	-31%	-$4.11K	﹤0.01%	272
2022 Q3	$12.8K	Buy	533 +166	+45%	+$4.63K	0.01%	253
2022 Q2	$9.97K	Buy	+367	New	+$10.9K	0.01%	93

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Abound Wealth Management's FREL Position: Q2 2026 in Review

Abound Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 173 shares — an estimated $4.66K sold.

Abound Wealth Management first reported a position in FREL in Q2 2022 and held it in 10 quarters. The position peaked at $12.8K in Q3 2022. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Abound Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 173 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $4.66K.
Abound Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and held it in 10 quarters.
Abound Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $12.8K in Q3 2022.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.