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Compass Financial Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Compass Financial 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 		$43.2K Buy
+1,455
New +$42.2K 0.01% 713

Other funds holding FREL

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Compass Financial Management's FREL Position: Q2 2026 in Review

Compass Financial Management opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 1,455 shares worth $43.2K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings.

199 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Compass Financial Management held 1,455 shares of Fidelity MSCI Real Estate Index ETF worth $43.2K as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Compass Financial Management position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #713 holding.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.