Integrated Wealth Concepts’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Integrated Wealth Concepts’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	$20.1K	Buy	+686	New	+$19.9K	﹤0.01%	4084

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

Integrated Wealth Concepts's FREL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 686 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #4084 among its holdings.

210 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Integrated Wealth Concepts held 686 shares of Fidelity MSCI Real Estate Index ETF worth $20.1K as of Q2 2026.
Fidelity MSCI Real Estate Index ETF was a new Integrated Wealth Concepts position in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4084 holding.
210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.