Galvin Gaustad & Stein
FREL icon

Galvin Gaustad & Stein’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$492K Sell
18,085
-387
-2% -$11.4K 0.04% 168
2026
Q2 		$541K Sell
18,472
-1,419
-7% -$41.2K 0.04% 175
2026
Q1 		$535K Buy
19,891
+91
+0.5% +$2.53K 0.04% 166
2025
Q4 		$532K Buy
19,800
+10,398
+111% +$284K 0.04% 162
2025
Q3 		$261K Buy
9,402
+1,658
+21% +$45.6K 0.02% 185
2025
Q2 		$209K Buy
+7,744
New +$207K 0.02% 186
2025
Q1 		– Sell
-11,902
Closed -$322K – 183
2024
Q4 		$322K Sell
11,902
-117,670
-91% -$3.37M 0.03% 151
2024
Q3 		$3.82M Buy
129,572
+2,325
+2% +$64.7K 0.34% 61
2024
Q2 		$3.22M Sell
127,247
-1,253
-1% -$31.2K 0.3% 61
2024
Q1 		$3.35M Sell
128,500
-152
-0.1% -$3.92K 0.31% 57
2023
Q4 		$3.43M Buy
128,652
+13,635
+12% +$325K 0.32% 58
2023
Q3 		$2.62M Buy
115,017
+11,085
+11% +$274K 0.27% 68
2023
Q2 		$2.61M Buy
103,932
+6,296
+6% +$154K 0.25% 70
2023
Q1 		$2.43M Buy
97,636
+5,220
+6% +$135K 0.24% 70
2022
Q4 		$2.29M Buy
92,416
+11,393
+14% +$282K 0.23% 70
2022
Q3 		$1.94M Buy
81,023
+19,995
+33% +$557K 0.21% 75
2022
Q2 		$1.66M Buy
61,028
+3,933
+7% +$117K 0.17% 79
2022
Q1 		$1.85M Buy
57,095
+2,641
+5% +$83.6K 0.17% 82
2021
Q4 		$1.89M Buy
54,454
+63
+0.1% +$2.05K 0.16% 86
2021
Q3 		$1.65M Buy
54,391
+2,239
+4% +$70.9K 0.16% 87
2021
Q2 		$1.59M Buy
52,152
+1,333
+3% +$39.5K 0.15% 91
2021
Q1 		$1.4M Buy
50,819
+1,220
+2% +$32.1K 0.14% 98
2020
Q4 		$1.26M Buy
+49,599
New +$1.22M 0.13% 98

Other funds holding FREL

TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Galvin Gaustad & Stein's FREL Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.1% in Q3 2026, selling an estimated $11.4K and leaving 18,085 shares worth $492K. The position accounts for 0.04% of the portfolio, ranked #168.

Galvin Gaustad & Stein first reported a position in FREL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.82M in Q3 2024. 45 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Galvin Gaustad & Stein held 18,085 shares of Fidelity MSCI Real Estate Index ETF worth $492K as of Q3 2026.
  • Galvin Gaustad & Stein sold 387 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $11.4K.
  • Fidelity MSCI Real Estate Index ETF made up 0.04% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #168 holding.
  • Galvin Gaustad & Stein first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and has held it in 23 quarters since.
  • Galvin Gaustad & Stein's Fidelity MSCI Real Estate Index ETF position peaked at $3.82M in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.