BWL
FREL icon

Bogart Wealth LLC’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Bogart Wealth LLC’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 		$3.14K Buy
+107
New +$3.1K ﹤0.01% 1342

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Bogart Wealth LLC's FREL Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 107 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings.

57 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Bogart Wealth LLC held 107 shares of Fidelity MSCI Real Estate Index ETF worth $3.14K as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Bogart Wealth LLC position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1342 holding.
  • 57 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.