BBHC
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Brown Brothers Harriman & Co’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Brown Brothers Harriman & Co’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 		$31K Hold
1,152
– – ﹤0.01% 1130
2025
Q4 		$31K Sell
1,152
-393
-25% -$10.7K ﹤0.01% 1121
2025
Q3 		$43K Sell
1,545
-839
-35% -$23.1K ﹤0.01% 1031
2025
Q2 		$64.5K Hold
2,384
– – ﹤0.01% 888
2025
Q1 		$65.5K Hold
2,384
– – ﹤0.01% 784
2024
Q4 		$64.4K Sell
2,384
-469
-16% -$13.4K ﹤0.01% 828
2024
Q3 		$84.1K Buy
2,853
+1,701
+148% +$47.3K ﹤0.01% 718
2024
Q2 		$29.2K Hold
1,152
– – ﹤0.01% 841
2024
Q1 		$30.1K Buy
+1,152
New +$29.7K ﹤0.01% 831
2022
Q3 		– Sell
-200
Closed -$5K – 1531
2022
Q2 		$5K Buy
+200
New +$5.95K ﹤0.01% 1141

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 $401M AUM 21.13% 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