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 Q2	$2.87K	Buy	+98	New	+$2.84K	﹤0.01%	215
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Glassman Wealth Services's FREL Position: Q2 2026 in Review

Glassman Wealth Services opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 98 shares worth $2.87K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Glassman Wealth Services previously reported a position in FREL as recently as Q4 2025.

Glassman Wealth Services first reported a position in FREL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.2K in Q3 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Glassman Wealth Services held 98 shares of Fidelity MSCI Real Estate Index ETF worth $2.87K as of Q2 2026.
Fidelity MSCI Real Estate Index ETF was a new Glassman Wealth Services position in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #215 holding.
Glassman Wealth Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 6 quarters since.
Glassman Wealth Services's Fidelity MSCI Real Estate Index ETF position peaked at $3.2K in Q3 2025.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.