Creative Financial Designs’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Creative Financial Designs’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	$29.1K	Hold	994	–	–	﹤0.01%	1188
2026 Q1	$26.7K	Hold	994	–	–	﹤0.01%	1108
2025 Q4	$26.7K	Hold	994	–	–	﹤0.01%	1069
2025 Q3	$27.6K	Hold	994	–	–	﹤0.01%	1040
2025 Q2	$26.9K	Hold	994	–	–	﹤0.01%	1047
2025 Q1	$27.3K	Hold	994	–	–	﹤0.01%	1004
2024 Q4	$26.9K	Hold	994	–	–	﹤0.01%	971
2024 Q3	$29.3K	Hold	994	–	–	﹤0.01%	933
2024 Q2	$25.2K	Hold	994	–	–	﹤0.01%	945
2024 Q1	$25.9K	Hold	994	–	–	﹤0.01%	904
2023 Q4	$26.5K	Hold	994	–	–	﹤0.01%	840
2023 Q3	$22.6K	Hold	994	–	–	﹤0.01%	825
2023 Q2	$24.9K	Buy	994 +100	+11%	+$2.45K	﹤0.01%	800
2023 Q1	$22.3K	Sell	894 -2,226	-71%	-$57.5K	﹤0.01%	787
2022 Q4	$77.4K	Buy	3,120 +2,853	+1,069%	+$70.6K	0.01%	494
2022 Q3	$6K	Hold	267	–	–	﹤0.01%	997
2022 Q2	$7K	Hold	267	–	–	﹤0.01%	934
2022 Q1	$9K	Sell	267 -124	-32%	-$3.93K	﹤0.01%	924
2021 Q4	$14K	Hold	391	–	–	﹤0.01%	834
2021 Q3	$12K	Hold	391	–	–	﹤0.01%	972
2021 Q2	$12K	Sell	391 -50	-11%	-$1.48K	﹤0.01%	980
2021 Q1	$12K	Sell	441 -1	-0.2%	-$26	﹤0.01%	899
2020 Q4	$11K	Hold	442	–	–	﹤0.01%	845
2020 Q3	$10K	Sell	442 -175	-28%	-$4.18K	﹤0.01%	802
2020 Q2	$14K	Buy	+617	New	+$13.9K	﹤0.01%	673
2020 Q1	–	Sell	-2,957	Closed	-$81K	–	510
2019 Q4	$81K	Buy	2,957 +1,260	+74%	+$34.9K	0.04%	210
2019 Q3	$47K	Buy	1,697 +781	+85%	+$21.2K	0.03%	242
2019 Q2	$25K	Buy	+916	New	+$23.9K	0.01%	297
2018 Q4	–	Sell	-916	Closed	-$22K	–	645
2018 Q3	$22K	Hold	916	–	–	0.01%	318
2018 Q2	$22K	Hold	916	–	–	0.01%	344
2018 Q1	$21K	Buy	916 +625	+215%	+$14.4K	0.01%	317
2017 Q4	$7K	Buy	+291	New	+$7.19K	﹤0.01%	458
2017 Q1	–	Sell	-394	Closed	-$9K	–	775
2016 Q4	$9K	Buy	+394	New	+$9.08K	0.01%	401

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 22.9% 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 11.72% 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

Creative Financial Designs's FREL Position: Q2 2026 in Review

Creative Financial Designs held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 994 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Creative Financial Designs first reported a position in FREL in Q4 2016 and has held it in 33 quarters since. The position peaked at $81K in Q4 2019. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Creative Financial Designs held 994 shares of Fidelity MSCI Real Estate Index ETF worth $29.1K as of Q2 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q2 2026, its #1188 holding.
Creative Financial Designs first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2016 and has held it in 33 quarters since.
Creative Financial Designs's Fidelity MSCI Real Estate Index ETF position peaked at $81K in Q4 2019.
212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.