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Glassman Wealth Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-115
Closed -$3.09K – 188
2025
Q4 		$3.09K Hold
115
– – ﹤0.01% 179
2025
Q3 		$3.2K Buy
115
+1
+0.9% +$28 ﹤0.01% 165
2025
Q2 		$3.08K Buy
114
+1
+0.9% +$27 ﹤0.01% 161
2025
Q1 		$3.1K Buy
113
+1
+0.9% +$27 ﹤0.01% 182
2024
Q4 		$3.02K Buy
+112
New +$3.2K ﹤0.01% 152

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glassman Wealth Services's FREL Position: Q1 2026 in Review

Glassman Wealth Services sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2026, closing a stake of 115 shares — an estimated $3.09K sold.

Glassman Wealth Services first reported a position in FREL in Q4 2024 and held it in 5 quarters. The position peaked at $3.2K in Q3 2025. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Glassman Wealth Services reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2026 after selling out during the quarter.
  • Glassman Wealth Services sold 115 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $3.09K.
  • Glassman Wealth Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 5 quarters.
  • Glassman Wealth Services's Fidelity MSCI Real Estate Index ETF position peaked at $3.2K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.