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Crewe Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Crewe Advisors’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 		$14.5K Hold
494
– – ﹤0.01% 674
2026
Q1 		$13.3K Hold
494
– – ﹤0.01% 588
2025
Q4 		$13.3K Hold
494
– – ﹤0.01% 564
2025
Q3 		$13.7K Sell
494
-56
-10% -$1.54K ﹤0.01% 569
2025
Q2 		$14.9K Sell
550
-26
-5% -$695 ﹤0.01% 409
2025
Q1 		$15.8K Hold
576
– – ﹤0.01% 375
2024
Q4 		$15.6K Hold
576
– – ﹤0.01% 382
2024
Q3 		$17K Hold
576
– – ﹤0.01% 422
2024
Q2 		$14.6K Sell
576
-286
-33% -$7.12K ﹤0.01% 611
2024
Q1 		$22.5K Sell
862
-33
-4% -$850 ﹤0.01% 477
2023
Q4 		$23.9K Sell
895
-1,524
-63% -$36.3K ﹤0.01% 154
2023
Q3 		$55K Sell
2,419
-242
-9% -$5.99K 0.01% 135
2023
Q2 		$66.8K Sell
2,661
-1,020
-28% -$25K 0.01% 244
2023
Q1 		$91.7K Buy
3,681
+373
+11% +$9.63K 0.01% 238
2022
Q4 		$82.1K Sell
3,308
-9
-0.3% -$223 0.01% 241
2022
Q3 		$79K Sell
3,317
-332
-9% -$9.25K 0.01% 254
2022
Q2 		$99K Buy
3,649
+951
+35% +$28.3K 0.02% 213
2022
Q1 		$88K Buy
+2,698
New +$85.4K 0.02% 188

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

Crewe Advisors's FREL Position: Q2 2026 in Review

Crewe Advisors held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 494 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Crewe Advisors first reported a position in FREL in Q1 2022 and has held it in 18 quarters since. The position peaked at $99K in Q2 2022. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Crewe Advisors held 494 shares of Fidelity MSCI Real Estate Index ETF worth $14.5K as of Q2 2026.
  • Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #674 holding.
  • Crewe Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Crewe Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $99K in Q2 2022.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.