HAG
FREL icon

HF Advisory Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

HF Advisory Group’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 		$1.61M Buy
55,036
+1,242
+2% +$36K 0.5% 71
2026
Q1 		$1.45M Buy
53,794
+5,025
+10% +$140K 0.49% 75
2025
Q4 		$1.31M Buy
48,769
+2,154
+5% +$58.8K 0.46% 79
2025
Q3 		$1.3M Buy
46,615
+3,413
+8% +$94K 0.48% 79
2025
Q2 		$1.17M Sell
43,202
-1,633
-4% -$43.6K 0.46% 81
2025
Q1 		$1.23M Buy
44,835
+3,754
+9% +$103K 0.54% 73
2024
Q4 		$1.11M Buy
41,081
+2,964
+8% +$84.8K 0.51% 75
2024
Q3 		$1.12M Buy
38,117
+437
+1% +$12.2K 0.52% 73
2024
Q2 		$955K Buy
37,680
+6,599
+21% +$164K 0.49% 75
2024
Q1 		$811K Buy
31,081
+2,446
+9% +$63K 0.45% 80
2023
Q4 		$763K Buy
28,635
+2,728
+11% +$65K 0.49% 74
2023
Q3 		$589K Sell
25,907
-204
-0.8% -$5.04K 0.44% 80
2023
Q2 		$655K Buy
26,111
+2,132
+9% +$52.3K 0.52% 69
2023
Q1 		$597K Buy
23,979
+2,315
+11% +$59.8K 0.53% 70
2022
Q4 		$537K Buy
+21,664
New +$536K 0.54% 68

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HF Advisory Group's FREL Position: Q2 2026 in Review

HF Advisory Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.3% in Q2 2026, buying an estimated $36K and bringing the position to 55,036 shares worth $1.61M. The position accounts for 0.5% of the portfolio, ranked #71.

HF Advisory Group first reported a position in FREL in Q4 2022 and has held it in 15 quarters since. 28 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • HF Advisory Group held 55,036 shares of Fidelity MSCI Real Estate Index ETF worth $1.61M as of Q2 2026.
  • HF Advisory Group bought 1,242 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $36K.
  • Fidelity MSCI Real Estate Index ETF made up 0.5% of HF Advisory Group's portfolio in Q2 2026, its #71 holding.
  • HF Advisory Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.