Commonwealth Equity Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Commonwealth Equity Services’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	$16.1M	Sell	550,820 -2,092	-0.4%	-$60.7K	0.02%	697
2026 Q1	$14.9M	Buy	552,912 +20,233	+4%	+$563K	0.02%	684
2025 Q4	$14.3M	Buy	532,679 +24,460	+5%	+$668K	0.02%	713
2025 Q3	$14.1M	Sell	508,219 -7,304	-1%	-$201K	0.02%	737
2025 Q2	$13.9M	Sell	515,523 -64,154	-11%	-$1.71M	0.02%	728
2025 Q1	$15.9M	Buy	579,677 +12,870	+2%	+$354K	0.02%	650
2024 Q4	$15.3M	Buy	566,807 +118,562	+26%	+$3.39M	0.02%	633
2024 Q3	$13.2M	Buy	448,245 +58,820	+15%	+$1.64M	0.02%	695
2024 Q2	$9.87M	Sell	389,425 -30,608	-7%	-$762K	0.02%	813
2024 Q1	$11M	Sell	420,033 -122,506	-23%	-$3.16M	0.02%	746
2023 Q4	$14.5M	Buy	542,539 +165	+0%	+$3.93K	0.03%	565
2023 Q3	$12.3M	Buy	542,374 +722	+0.1%	+$17.9K	0.03%	590
2023 Q2	$13.6M	Sell	541,652 -146,266	-21%	-$3.59M	0.03%	563
2023 Q1	$17.1M	Sell	687,918 -201,961	-23%	-$5.21M	0.04%	446
2022 Q4	$22.1M	Sell	889,879 -1,055	-0.1%	-$26.1K	0.05%	348
2022 Q3	$21.3M	Sell	890,934 -62,711	-7%	-$1.75M	0.05%	320
2022 Q2	$25.9M	Buy	953,645 +50,494	+6%	+$1.5M	0.07%	273
2022 Q1	$29.3M	Buy	903,151 +152,079	+20%	+$4.82M	0.07%	277
2021 Q4	$26.1M	Buy	751,072 +49,285	+7%	+$1.61M	0.06%	305
2021 Q3	$21.3M	Buy	701,787 +68,176	+11%	+$2.16M	0.05%	332
2021 Q2	$19.3M	Buy	633,611 +23,426	+4%	+$694K	0.05%	359
2021 Q1	$16.8M	Sell	610,185 -28,381	-4%	-$746K	0.05%	374
2020 Q4	$16.2M	Sell	638,566 -4,855	-0.8%	-$120K	0.05%	346
2020 Q3	$15.1M	Buy	643,421 +61,670	+11%	+$1.47M	0.05%	325
2020 Q2	$13.6M	Sell	581,751 -247,784	-30%	-$5.58M	0.05%	325
2020 Q1	$17.3M	Buy	829,535 +57,916	+8%	+$1.53M	0.08%	231
2019 Q4	$21.5M	Buy	771,619 +6,555	+0.9%	+$182K	0.08%	233
2019 Q3	$21.3M	Buy	765,064 +157,116	+26%	+$4.26M	0.09%	217
2019 Q2	$15.9M	Sell	607,948 -70,092	-10%	-$1.83M	0.07%	271
2019 Q1	$17.6M	Buy	678,040 +322,236	+91%	+$7.97M	0.08%	239
2018 Q4	$7.97M	Buy	355,804 +25,728	+8%	+$607K	0.04%	380
2018 Q3	$7.94M	Sell	330,076 -30,362	-8%	-$752K	0.04%	395
2018 Q2	$8.85M	Sell	360,438 -12,711	-3%	-$298K	0.05%	344
2018 Q1	$8.54M	Sell	373,149 -38,507	-9%	-$890K	0.05%	330
2017 Q4	$10.2M	Buy	411,656 +11,100	+3%	+$274K	0.06%	293
2017 Q3	$9.72M	Buy	400,556 +83,529	+26%	+$2.04M	0.06%	282
2017 Q2	$7.68M	Buy	317,027 +57,368	+22%	+$1.39M	0.05%	319
2017 Q1	$6.2M	Buy	259,659 +136,465	+111%	+$3.24M	0.04%	360
2016 Q4	$2.89M	Buy	123,194 +38,606	+46%	+$889K	0.02%	565
2016 Q3	$2.07M	Sell	84,588 -21,780	-20%	-$546K	0.02%	668
2016 Q2	$2.64M	Sell	106,368 -88,529	-45%	-$2.09M	0.02%	540
2016 Q1	$4.57M	Buy	194,897 +69,158	+55%	+$1.51M	0.04%	369
2015 Q4	$2.85M	Buy	125,739 +16,372	+15%	+$367K	0.03%	507
2015 Q3	$2.33M	Buy	109,367 +64,749	+145%	+$1.42M	0.02%	536
2015 Q2	$962K	Buy	+44,618	New	+$1.02M	0.01%	983

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services's FREL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.38% in Q2 2026, selling an estimated $60.7K and leaving 550,820 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #697.

Commonwealth Equity Services first reported a position in FREL in Q2 2015 and has held it in 45 quarters since. The position peaked at $29.3M in Q1 2022. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Commonwealth Equity Services held 550,820 shares of Fidelity MSCI Real Estate Index ETF worth $16.1M as of Q2 2026.
Commonwealth Equity Services sold 2,092 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $60.7K.
Fidelity MSCI Real Estate Index ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #697 holding.
Commonwealth Equity Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2015 and has held it in 45 quarters since.
Commonwealth Equity Services's Fidelity MSCI Real Estate Index ETF position peaked at $29.3M in Q1 2022.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.