BWM
FREL icon

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

BCS 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
Q1 		– Sell
-11,664
Closed -$314K – 289
2025
Q4 		$314K Buy
11,664
+4,193
+56% +$114K 0.03% 287
2025
Q3 		$208K Sell
7,471
-107
-1% -$2.95K 0.05% 237
2025
Q2 		$205K Sell
7,578
-5,017
-40% -$134K 0.04% 248
2025
Q1 		$346K Sell
12,595
-3,428
-21% -$94.3K 0.09% 184
2024
Q4 		$433K Buy
+16,023
New +$458K 0.11% 165
2024
Q2 		– Sell
-20,274
Closed -$529K – 172
2024
Q1 		$529K Sell
20,274
-980
-5% -$25.3K 0.17% 126
2023
Q4 		$566K Buy
21,254
+2,028
+11% +$48.3K 0.21% 107
2023
Q3 		$437K Buy
+19,226
New +$475K 0.18% 117
2023
Q2 		– Sell
-18,418
Closed -$459K – 130
2023
Q1 		$459K Buy
18,418
+3,024
+20% +$78.1K 0.21% 93
2022
Q4 		$382K Buy
15,394
+4,223
+38% +$104K 0.16% 126
2022
Q3 		$267K Buy
11,171
+3,344
+43% +$93.2K 0.13% 146
2022
Q2 		$213K Buy
+7,827
New +$233K 0.09% 169

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 $401M AUM 21.13% 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