Eastern Bank’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Eastern Bank’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	–	Sell	-113	Closed	-$3.04K	–	1094
2026 Q1	$3.04K	Buy	+113	New	+$3.15K	﹤0.01%	978

Other funds holding FREL

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

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

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

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

21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return