AAS
FREL icon

Ameritas Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Ameritas Advisory Services’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 		$337K Buy
11,500
+2,911
+34% +$84.4K 0.01% 906
2026
Q1 		$231K Buy
8,589
+69
+0.8% +$1.92K 0.01% 872
2025
Q4 		$229K Buy
8,520
+3,104
+57% +$84.7K 0.01% 858
2025
Q3 		$151K Sell
5,416
-3,100
-36% -$85.4K 0.01% 702
2025
Q2 		$230K Sell
8,516
-3,451
-29% -$92.2K 0.01% 692
2025
Q1 		$326K Buy
11,967
+56
+0.5% +$1.54K 0.01% 679
2024
Q4 		$322K Buy
+11,911
New +$341K 0.01% 705
2024
Q3 		– Sell
-11,080
Closed -$281K – 880
2024
Q2 		$281K Buy
+11,080
New +$276K 0.01% 744
2024
Q1 		– Sell
-7,856
Closed -$207K – 888
2023
Q4 		$207K Buy
+7,856
New +$187K 0.01% 663
2023
Q3 		– Sell
-14,152
Closed -$356K – 814
2023
Q2 		$356K Sell
14,152
-4,641
-25% -$114K 0.05% 371
2023
Q1 		$467K Sell
18,793
-1,807
-9% -$46.6K 0.02% 497
2022
Q4 		$511K Sell
20,600
-10,001
-33% -$247K 0.02% 526
2022
Q3 		$732K Sell
30,601
-78
-0.3% -$2.17K 0.04% 353
2022
Q2 		$833K Sell
30,679
-1,323
-4% -$39.4K 0.05% 328
2022
Q1 		$1.04M Sell
32,002
-841
-3% -$26.6K 0.04% 329
2021
Q4 		$1.14M Buy
+32,843
New +$1.07M 0.04% 313

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
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
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

Ameritas Advisory Services's FREL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 34% in Q2 2026, buying an estimated $84.4K and bringing the position to 11,500 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #906.

Ameritas Advisory Services first reported a position in FREL in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.14M in Q4 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Ameritas Advisory Services held 11,500 shares of Fidelity MSCI Real Estate Index ETF worth $337K as of Q2 2026.
  • Ameritas Advisory Services bought 2,911 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $84.4K.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #906 holding.
  • Ameritas Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 16 quarters since.
  • Ameritas Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $1.14M in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.