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Clarity Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Clarity Asset 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 		– Sell
-6,863
Closed -$185K – 132
2026
Q1 		$185K Sell
6,863
-10,968
-62% -$305K 0.09% 73
2025
Q4 		$479K Buy
17,831
+559
+3% +$15.3K 0.26% 26
2025
Q3 		$480K Buy
17,272
+1,577
+10% +$43.4K 0.27% 26
2025
Q2 		$424K Sell
15,695
-271
-2% -$7.24K 0.25% 27
2025
Q1 		$439K Sell
15,966
-2,602
-14% -$71.5K 0.28% 25
2024
Q4 		$502K Sell
18,568
-375
-2% -$10.7K 0.33% 23
2024
Q3 		$558K Sell
18,943
-257
-1% -$7.15K 0.39% 21
2024
Q2 		$487K Buy
19,200
+2,711
+16% +$67.5K 0.35% 22
2024
Q1 		$430K Sell
16,489
-691
-4% -$17.8K 0.3% 25
2023
Q4 		$458K Buy
+17,180
New +$409K 0.36% 20

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 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

Clarity Asset Management's FREL Position: Q2 2026 in Review

Clarity Asset Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 6,863 shares — an estimated $185K sold.

Clarity Asset Management first reported a position in FREL in Q4 2023 and held it in 10 quarters. The position peaked at $558K in Q3 2024. 71 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Clarity Asset Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 6,863 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $185K.
  • Clarity Asset Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's Fidelity MSCI Real Estate Index ETF position peaked at $558K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.