Balanced Wealth Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Balanced Wealth Group’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	$757K	Buy	28,123 +1,372	+5%	+$38.2K	0.27%	35
2025 Q4	$744K	Buy	26,751 +218	+0.8%	+$5.95K	0.27%	36
2025 Q3	$722K	Hold	26,533	–	–	0.32%	34
2025 Q2	$718K	Buy	26,533 +171	+0.6%	+$4.57K	0.31%	33
2025 Q1	$724K	Buy	26,362 +244	+0.9%	+$6.71K	0.35%	32
2024 Q4	$717K	Buy	26,118 +1,160	+5%	+$33.2K	0.32%	33
2024 Q3	$736K	Buy	24,958 +61	+0.2%	+$1.7K	0.33%	34
2024 Q2	$624K	Sell	24,897 -999	-4%	-$24.9K	0.28%	35
2024 Q1	$649K	Buy	25,896 +252	+1%	+$6.49K	0.29%	40
2023 Q4	$683K	Buy	+25,644	New	+$611K	0.36%	37

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Balanced Wealth Group's FREL Position: Q1 2026 in Review

Balanced Wealth Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.1% in Q1 2026, buying an estimated $38.2K and bringing the position to 28,123 shares worth $757K. The position accounts for 0.27% of the portfolio, ranked #35.

Balanced Wealth Group first reported a position in FREL in Q4 2023 and has held it in 10 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Balanced Wealth Group held 28,123 shares of Fidelity MSCI Real Estate Index ETF worth $757K as of Q1 2026.
Balanced Wealth Group bought 1,372 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $38.2K.
Fidelity MSCI Real Estate Index ETF made up 0.27% of Balanced Wealth Group's portfolio in Q1 2026, its #35 holding.
Balanced Wealth Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 10 quarters since.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.