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FREL icon

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

Advisornet Financial’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
Q1 		$11.9K Buy
442
+4
+0.9% +$111 ﹤0.01% 1485
2025
Q4 		$11.8K Buy
438
+4
+0.9% +$109 ﹤0.01% 1490
2025
Q3 		$12.1K Sell
434
-830
-66% -$22.9K ﹤0.01% 1457
2025
Q2 		$34.2K Sell
1,264
-172
-12% -$4.6K ﹤0.01% 1116
2025
Q1 		$39.4K Buy
1,436
+14
+1% +$385 ﹤0.01% 999
2024
Q4 		$38.4K Sell
1,422
-2,900
-67% -$83K ﹤0.01% 961
2024
Q3 		$127K Sell
4,322
-52
-1% -$1.45K 0.01% 635
2024
Q2 		$111K Buy
4,374
+42
+1% +$1.04K 0.01% 610
2024
Q1 		$113K Buy
4,332
+42
+1% +$1.08K 0.01% 604
2023
Q4 		$114K Sell
4,290
-311
-7% -$7.41K 0.01% 606
2023
Q3 		$105K Sell
4,601
-19
-0.4% -$470 0.01% 605
2023
Q2 		$116K Buy
4,620
+43
+0.9% +$1.05K 0.01% 611
2023
Q1 		$114K Buy
4,577
+279
+6% +$7.2K 0.01% 593
2022
Q4 		$107K Buy
4,298
+3,172
+282% +$78.5K 0.01% 607
2022
Q3 		$27K Buy
1,126
+767
+214% +$21.4K ﹤0.01% 1013
2022
Q2 		$10K Sell
359
-2,013
-85% -$59.9K ﹤0.01% 1336
2022
Q1 		$77K Hold
2,372
– – ﹤0.01% 823
2021
Q4 		$82K Sell
2,372
-567
-19% -$18.5K 0.01% 872
2021
Q3 		$89K Sell
2,939
-2,017
-41% -$63.9K 0.01% 831
2021
Q2 		$151K Sell
4,956
-412
-8% -$12.2K 0.01% 675
2021
Q1 		$148K Sell
5,368
-1,098
-17% -$28.9K 0.01% 640
2020
Q4 		$164K Sell
6,466
-2,139
-25% -$52.8K 0.01% 548
2020
Q3 		$202K Sell
8,605
-788
-8% -$18.8K 0.02% 489
2020
Q2 		$220K Sell
9,393
-26,120
-74% -$589K 0.02% 476
2020
Q1 		$739K Sell
35,513
-3,499
-9% -$92.2K 0.07% 236
2019
Q4 		$1.09M Sell
39,012
-1,492
-4% -$41.3K 0.09% 205
2019
Q3 		$1.13M Buy
40,504
+3,732
+10% +$101K 0.1% 190
2019
Q2 		$963K Sell
36,772
-2,918
-7% -$76.3K 0.11% 194
2019
Q1 		$1.03M Sell
39,690
-4,258
-10% -$105K 0.13% 171
2018
Q4 		$984K Sell
43,948
-7,036
-14% -$166K 0.14% 162
2018
Q3 		$1.23M Buy
50,984
+50,324
+7,625% +$1.25M 0.15% 132
2018
Q2 		$16K Hold
660
– – ﹤0.01% 1000
2018
Q1 		$15K Hold
660
– – ﹤0.01% 986
2017
Q4 		$16K Buy
+660
New +$16.3K ﹤0.01% 906

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's FREL Position: Q1 2026 in Review

Advisornet Financial increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.91% in Q1 2026, buying an estimated $111 and bringing the position to 442 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Advisornet Financial first reported a position in FREL in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.23M in Q3 2018. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Advisornet Financial held 442 shares of Fidelity MSCI Real Estate Index ETF worth $11.9K as of Q1 2026.
  • Advisornet Financial bought 4 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $111.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1485 holding.
  • Advisornet Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's Fidelity MSCI Real Estate Index ETF position peaked at $1.23M in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.