Financial Engines Advisors
FREL icon

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

Financial Engines 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 		$3.9M Sell
133,050
-1,367
-1% -$39.7K 0.01% 166
2026
Q1 		$3.62M Buy
134,417
+1,655
+1% +$46.1K 0.01% 167
2025
Q4 		$3.57M Buy
132,762
+2,492
+2% +$68K 0.01% 177
2025
Q3 		$3.62M Buy
130,270
+8,109
+7% +$223K 0.01% 176
2025
Q2 		$3.3M Sell
122,161
-7,647
-6% -$204K 0.01% 172
2025
Q1 		$3.57M Sell
129,808
-11,005
-8% -$303K 0.01% 155
2024
Q4 		$3.8M Sell
140,813
-7,519
-5% -$215K 0.01% 157
2024
Q3 		$4.37M Sell
148,332
-8,908
-6% -$248K 0.01% 131
2024
Q2 		$3.98M Sell
157,240
-1,859
-1% -$46.3K 0.01% 133
2024
Q1 		$4.15M Sell
159,099
-16,436
-9% -$423K 0.01% 123
2023
Q4 		$4.68M Sell
175,535
-6,407
-4% -$153K 0.01% 103
2023
Q3 		$4.14M Sell
181,942
-4,809
-3% -$119K 0.01% 90
2023
Q2 		$4.69M Buy
186,751
+6,167
+3% +$151K 0.01% 89
2023
Q1 		$4.5M Sell
180,584
-49,028
-21% -$1.27M 0.01% 94
2022
Q4 		$5.7M Buy
229,612
+14,393
+7% +$356K 0.02% 92
2022
Q3 		$5.15M Buy
215,219
+4,434
+2% +$124K 0.02% 86
2022
Q2 		$5.72M Sell
210,785
-2,008
-0.9% -$59.8K 0.02% 84
2022
Q1 		$6.89M Buy
212,793
+7,150
+3% +$226K 0.02% 74
2021
Q4 		$7.14M Buy
205,643
+13,026
+7% +$425K 0.02% 67
2021
Q3 		$5.86M Buy
192,617
+6,257
+3% +$198K 0.02% 66
2021
Q2 		$5.67M Sell
186,360
-28,549
-13% -$846K 0.02% 62
2021
Q1 		$5.91M Buy
214,909
+26,667
+14% +$701K 0.02% 67
2020
Q4 		$4.78M Buy
188,242
+14,480
+8% +$357K 0.02% 72
2020
Q3 		$4.08M Buy
173,762
+6,590
+4% +$157K 0.02% 72
2020
Q2 		$3.91M Sell
167,172
-95,378
-36% -$2.15M 0.02% 70
2020
Q1 		$5.46M Buy
+262,550
New +$6.92M 0.03% 60
2019
Q4 		– Sell
-206,694
Closed -$5.77M – 134
2019
Q3 		$5.77M Buy
206,694
+2,545
+1% +$69.1K 0.03% 49
2019
Q2 		$5.34M Buy
204,149
+30,932
+18% +$809K 0.03% 48
2019
Q1 		$4.5M Buy
173,217
+13,387
+8% +$331K 0.02% 50
2018
Q4 		$3.71M Buy
+159,830
New +$3.77M 0.03% 53

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

Financial Engines Advisors's FREL Position: Q2 2026 in Review

Financial Engines Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1% in Q2 2026, selling an estimated $39.7K and leaving 133,050 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #166.

Financial Engines Advisors first reported a position in FREL in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.14M in Q4 2021. 209 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Financial Engines Advisors held 133,050 shares of Fidelity MSCI Real Estate Index ETF worth $3.9M as of Q2 2026.
  • Financial Engines Advisors sold 1,367 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $39.7K.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #166 holding.
  • Financial Engines Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Engines Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $7.14M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.