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BOK Financial Private Wealth’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

BOK Financial Private Wealth’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 		$48.8K Hold
1,664
– – ﹤0.01% 287
2026
Q1 		$44.8K Hold
1,664
– – ﹤0.01% 279
2025
Q4 		$44.7K Hold
1,664
– – ﹤0.01% 292
2025
Q3 		$46.3K Hold
1,664
– – ﹤0.01% 255
2025
Q2 		$45K Hold
1,664
– – ﹤0.01% 253
2025
Q1 		$45.7K Hold
1,664
– – ﹤0.01% 268
2024
Q4 		$45K Hold
1,664
– – ﹤0.01% 269
2024
Q3 		$49.1K Hold
1,664
– – ﹤0.01% 260
2024
Q2 		$42.2K Hold
1,664
– – ﹤0.01% 277
2024
Q1 		$43.4K Hold
1,664
– – ﹤0.01% 271
2023
Q4 		$44.3K Buy
+1,664
New +$39.6K ﹤0.01% 254
2023
Q1 		– Sell
-737
Closed -$18.3K – 471
2022
Q4 		$18.3K Sell
737
-4,396
-86% -$109K ﹤0.01% 301
2022
Q3 		$123K Sell
5,133
-48,934
-91% -$1.36M 0.01% 192
2022
Q2 		$1.47M Buy
54,067
+9,073
+20% +$270K 0.13% 97
2022
Q1 		$1.46M Hold
44,994
– – 0.1% 112
2021
Q4 		$1.56M Hold
44,994
– – 0.11% 106
2021
Q3 		$1.37M Sell
44,994
-94
-0.2% -$2.98K 0.11% 98
2021
Q2 		$1.37M Sell
45,088
-66,254
-60% -$1.96M 0.11% 95
2021
Q1 		$3.06M Sell
111,342
-1,035
-0.9% -$27.2K 0.28% 63
2020
Q4 		$2.85M Sell
112,377
-5,756
-5% -$142K 0.27% 63
2020
Q3 		$2.78M Sell
118,133
-10,963
-8% -$262K 0.29% 62
2020
Q2 		$3.02M Buy
129,096
+51,786
+67% +$1.17M 0.32% 61
2020
Q1 		$1.61M Buy
77,310
+69,910
+945% +$1.84M 0.2% 87
2019
Q4 		$206K Buy
+7,400
New +$205K 0.02% 180

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BOK Financial Private Wealth's FREL Position: Q2 2026 in Review

BOK Financial Private Wealth held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 1,664 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

BOK Financial Private Wealth first reported a position in FREL in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.06M in Q1 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • BOK Financial Private Wealth held 1,664 shares of Fidelity MSCI Real Estate Index ETF worth $48.8K as of Q2 2026.
  • BOK Financial Private Wealth left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #287 holding.
  • BOK Financial Private Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and has held it in 24 quarters since.
  • BOK Financial Private Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $3.06M in Q1 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.