BCM
FREL icon

Brookstone Capital Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Brookstone Capital 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
Q2 		$348K Sell
11,861
-718
-6% -$20.8K ﹤0.01% 1045
2026
Q1 		$338K Sell
12,579
-160
-1% -$4.46K ﹤0.01% 991
2025
Q4 		$343K Sell
12,739
-585
-4% -$16K ﹤0.01% 950
2025
Q3 		$371K Sell
13,324
-336
-2% -$9.25K ﹤0.01% 910
2025
Q2 		$369K Sell
13,660
-731
-5% -$19.5K ﹤0.01% 833
2025
Q1 		$395K Sell
14,391
-4,253
-23% -$117K 0.01% 773
2024
Q4 		$504K Sell
18,644
-182
-1% -$5.21K 0.01% 692
2024
Q3 		$555K Buy
18,826
+165
+0.9% +$4.59K 0.01% 665
2024
Q2 		$506K Sell
18,661
-3,157
-14% -$78.6K 0.01% 654
2024
Q1 		$569K Sell
21,818
-1,812
-8% -$46.7K 0.01% 596
2023
Q4 		$630K Sell
23,630
-9,124
-28% -$217K 0.01% 549
2023
Q3 		$717K Sell
32,754
-10,655
-25% -$264K 0.02% 497
2023
Q2 		$1.09M Sell
43,409
-71,971
-62% -$1.77M 0.02% 419
2023
Q1 		$2.87M Buy
115,380
+38,202
+49% +$986K 0.06% 265
2022
Q4 		$1.96M Sell
77,178
-4,622
-6% -$114K 0.04% 317
2022
Q3 		$1.87M Sell
81,800
-255,433
-76% -$7.12M 0.04% 298
2022
Q2 		$9.26M Buy
337,233
+93,496
+38% +$2.78M 0.21% 120
2022
Q1 		$7.9M Sell
243,737
-1,208,164
-83% -$38.3M 0.15% 135
2021
Q4 		$48.3M Sell
1,451,901
-547,178
-27% -$17.8M 0.83% 27
2021
Q3 		$62.8M Buy
1,999,079
+889,665
+80% +$28.2M 1.13% 15
2021
Q2 		$34.6M Buy
+1,109,414
New +$32.9M 0.62% 46

Other funds holding FREL

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return