CX Institutional’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

CX Institutional’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	$110K	Sell	3,740 -147	-4%	-$4.26K	﹤0.01%	845
2026 Q1	$105K	Sell	3,887 -4,094	-51%	-$114K	﹤0.01%	846
2025 Q4	$215K	Buy	7,981 +7,191	+910%	+$196K	0.01%	691
2025 Q3	$22K	Buy	790 +384	+95%	+$10.6K	﹤0.01%	1077
2025 Q2	$11K	Sell	406 -34	-8%	-$909	﹤0.01%	1028
2025 Q1	$12K	Buy	+440	New	+$12.1K	﹤0.01%	997
2023 Q3	–	Sell	-9,047	Closed	-$227K	–	506
2023 Q2	$227K	Sell	9,047 -92,770	-91%	-$2.28M	0.01%	480
2023 Q1	$2.52M	Buy	+101,817	New	+$2.63M	0.13%	198

Other funds holding FREL

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

CX Institutional's FREL Position: Q2 2026 in Review

CX Institutional reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.8% in Q2 2026, selling an estimated $4.26K and leaving 3,740 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

CX Institutional first reported a position in FREL in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.52M in Q1 2023. 28 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

CX Institutional held 3,740 shares of Fidelity MSCI Real Estate Index ETF worth $110K as of Q2 2026.
CX Institutional sold 147 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $4.26K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #845 holding.
CX Institutional first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and has held it in 8 quarters since.
CX Institutional's Fidelity MSCI Real Estate Index ETF position peaked at $2.52M in Q1 2023.
28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.