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American Financial & Tax Strategies’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

American Financial & Tax Strategies’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 		$5.85M Sell
199,554
-187
-0.1% -$5.42K 2.64% 10
2026
Q1 		$5.38M Sell
199,741
-1,104
-0.5% -$30.7K 2.61% 12
2025
Q4 		$5.4M Buy
200,845
+1,856
+0.9% +$50.7K 2.69% 10
2025
Q3 		$5.53M Buy
198,989
+9,761
+5% +$269K 2.76% 10
2025
Q2 		$5.12M Buy
189,228
+2,860
+2% +$76.4K 2.64% 10
2025
Q1 		$5.12M Sell
186,368
-5,862
-3% -$161K 2.75% 10
2024
Q4 		$5.19M Buy
192,230
+6
+0% +$172 2.69% 10
2024
Q3 		$5.67M Sell
192,224
-585
-0.3% -$16.3K 2.88% 8
2024
Q2 		$4.89M Buy
192,809
+3,051
+2% +$75.9K 2.58% 10
2024
Q1 		$4.95M Buy
189,758
+18,161
+11% +$468K 2.66% 8
2023
Q4 		$4.57M Buy
+171,597
New +$4.09M 2.61% 8

Other funds holding FREL

Lido Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

American Financial & Tax Strategies's FREL Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.09% in Q2 2026, selling an estimated $5.42K and leaving 199,554 shares worth $5.85M. The position accounts for 2.64% of the portfolio, ranked #10.

American Financial & Tax Strategies first reported a position in FREL in Q4 2023 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • American Financial & Tax Strategies held 199,554 shares of Fidelity MSCI Real Estate Index ETF worth $5.85M as of Q2 2026.
  • American Financial & Tax Strategies sold 187 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $5.42K.
  • Fidelity MSCI Real Estate Index ETF made up 2.64% of American Financial & Tax Strategies's portfolio in Q2 2026, its #10 holding.
  • American Financial & Tax Strategies first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.