CWM
FREL icon

Clearview Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Clearview Wealth 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 		$337K Hold
11,496
– – 0.22% 51
2026
Q1 		$309K Buy
+11,496
New +$320K 0.22% 50

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

Clearview Wealth Management's FREL Position: Q2 2026 in Review

Clearview Wealth Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 11,496 shares worth $337K. The position accounts for 0.22% of the portfolio, ranked #51.

Clearview Wealth Management first reported a position in FREL in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Clearview Wealth Management held 11,496 shares of Fidelity MSCI Real Estate Index ETF worth $337K as of Q2 2026.
  • Clearview Wealth Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.22% of Clearview Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Clearview Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.