Blue Trust Inc
FREL icon

Blue Trust Inc’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Blue Trust Inc’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
Q3 		$249K Buy
9,157
+721
+9% +$21.2K ﹤0.01% 687
2026
Q2 		$247K Sell
8,436
-357
-4% -$10.4K ﹤0.01% 718
2026
Q1 		$237K Buy
8,793
+174
+2% +$4.84K ﹤0.01% 716
2025
Q4 		$232K Sell
8,619
-149
-2% -$4.07K ﹤0.01% 723
2025
Q3 		$244K Buy
8,768
+102
+1% +$2.81K ﹤0.01% 733
2025
Q2 		$234K Sell
8,666
-4,351
-33% -$116K ﹤0.01% 709
2025
Q1 		$358K Sell
13,017
-780
-6% -$21.4K ﹤0.01% 512
2024
Q4 		$373K Sell
13,797
-14,273
-51% -$408K ﹤0.01% 459
2024
Q3 		$711K Sell
28,070
-8,489
-23% -$236K 0.01% 348
2024
Q2 		$954K Hold
36,559
– – 0.01% 221
2024
Q1 		$954K Sell
36,559
-79,706
-69% -$2.05M 0.01% 179
2023
Q4 		$2.64M Sell
116,265
-16,651
-13% -$397K 0.04% 86
2023
Q3 		$3.34M Sell
132,916
-27,181
-17% -$672K 0.05% 77
2023
Q2 		$3.99M Sell
160,097
-62,955
-28% -$1.54M 0.06% 69
2023
Q1 		$5.53M Sell
223,052
-40,132
-15% -$1.04M 0.09% 70
2022
Q4 		$6.3M Sell
263,184
-70,945
-21% -$1.75M 0.11% 58
2022
Q3 		$9.08M Sell
334,129
-59,093
-15% -$1.65M 0.16% 46
2022
Q2 		$12.7M Buy
+393,222
New +$11.7M 0.2% 43

Other funds holding FREL

TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Blue Trust Inc's FREL Position: Q3 2026 in Review

Blue Trust Inc increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 8.5% in Q3 2026, buying an estimated $21.2K and bringing the position to 9,157 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Blue Trust Inc first reported a position in FREL in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.7M in Q2 2022. 42 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Blue Trust Inc held 9,157 shares of Fidelity MSCI Real Estate Index ETF worth $249K as of Q3 2026.
  • Blue Trust Inc bought 721 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $21.2K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #687 holding.
  • Blue Trust Inc first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Fidelity MSCI Real Estate Index ETF position peaked at $12.7M in Q2 2022.
  • 42 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.