BTI
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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
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 		$2.65M Sell
116,265
-16,651
-13% -$397K 0.04% 86
2023
Q3 		$3.33M 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 		$6.29M Sell
263,184
-70,945
-21% -$1.75M 0.11% 58
2022
Q3 		$9.07M 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

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 $438M AUM 26.63% 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

Blue Trust Inc's FREL Position: Q1 2026 in Review

Blue Trust Inc increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2% in Q1 2026, buying an estimated $4.84K and bringing the position to 8,793 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Blue Trust Inc first reported a position in FREL in Q2 2022 and has held it in 16 quarters since. The position peaked at $12.7M in Q2 2022. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Blue Trust Inc held 8,793 shares of Fidelity MSCI Real Estate Index ETF worth $237K as of Q1 2026.
  • Blue Trust Inc bought 174 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $4.84K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #716 holding.
  • Blue Trust Inc first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Fidelity MSCI Real Estate Index ETF position peaked at $12.7M in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.