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Clearstead Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Clearstead Advisors’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 		$8.85K Hold
302
– – ﹤0.01% 2019
2026
Q1 		$8.13K Hold
302
– – ﹤0.01% 1648
2025
Q4 		$8.12K Hold
302
– – ﹤0.01% 1922
2025
Q3 		$8.4K Hold
302
– – ﹤0.01% 1978
2025
Q2 		$8.17K Hold
302
– – ﹤0.01% 1956
2025
Q1 		$8.3K Hold
302
– – ﹤0.01% 1659
2024
Q4 		$8.16K Sell
302
-87
-22% -$2.49K ﹤0.01% 1628
2024
Q3 		$11.5K Hold
389
– – ﹤0.01% 1557
2024
Q2 		$9.86K Hold
389
– – ﹤0.01% 1551
2024
Q1 		$9.75K Hold
389
– – ﹤0.01% 1059
2023
Q4 		$10.4K Hold
389
– – ﹤0.01% 1055
2023
Q3 		$8.85K Hold
389
– – ﹤0.01% 1012
2023
Q2 		$9.76K Hold
389
– – ﹤0.01% 990
2023
Q1 		$9.69K Hold
389
– – ﹤0.01% 953
2022
Q4 		$9.65K Hold
389
– – ﹤0.01% 906
2022
Q3 		$9K Hold
389
– – ﹤0.01% 903
2022
Q2 		$11K Hold
389
– – ﹤0.01% 912
2022
Q1 		$13K Hold
389
– – ﹤0.01% 949
2021
Q4 		$14K Buy
389
+302
+347% +$9.84K ﹤0.01% 883
2021
Q3 		$3K Hold
87
– – ﹤0.01% 1083
2021
Q2 		$3K Hold
87
– – ﹤0.01% 965
2021
Q1 		$2K Hold
87
– – ﹤0.01% 962
2020
Q4 		$2K Hold
87
– – ﹤0.01% 887
2020
Q3 		$2K Hold
87
– – ﹤0.01% 813
2020
Q2 		$2K Hold
87
– – ﹤0.01% 737
2020
Q1 		$2K Buy
+87
New +$2.29K ﹤0.01% 721

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

Clearstead Advisors's FREL Position: Q2 2026 in Review

Clearstead Advisors held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 302 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

Clearstead Advisors first reported a position in FREL in Q1 2020 and has held it in 26 quarters since. The position peaked at $14K in Q4 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Clearstead Advisors held 302 shares of Fidelity MSCI Real Estate Index ETF worth $8.85K as of Q2 2026.
  • Clearstead Advisors 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 Clearstead Advisors's portfolio in Q2 2026, its #2019 holding.
  • Clearstead Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $14K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.