CFG
FREL icon

Cornerstone Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Cornerstone Financial Group’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 		$249K Sell
8,514
-239
-3% -$6.93K 0.15% 66
2026
Q1 		$255K Buy
8,753
+651
+8% +$18.1K 0.16% 65
2025
Q4 		$218K Buy
8,102
+754
+10% +$20.6K 0.15% 70
2025
Q3 		$204K Buy
+7,348
New +$202K 0.16% 69

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cornerstone Financial Group's FREL Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.7% in Q2 2026, selling an estimated $6.93K and leaving 8,514 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #66.

Cornerstone Financial Group first reported a position in FREL in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q1 2026. 157 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Cornerstone Financial Group held 8,514 shares of Fidelity MSCI Real Estate Index ETF worth $249K as of Q2 2026.
  • Cornerstone Financial Group sold 239 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $6.93K.
  • Fidelity MSCI Real Estate Index ETF made up 0.15% of Cornerstone Financial Group's portfolio in Q2 2026, its #66 holding.
  • Cornerstone Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $255K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.