Jones Financial Companies
FREL icon

Jones Financial Companies’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Jones Financial Companies’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 		$205K Buy
7,741
+2,409
+45% +$67.1K ﹤0.01% 2401
2025
Q4 		$143K Buy
5,332
+2,726
+105% +$74.4K ﹤0.01% 2063
2025
Q3 		$72.1K Sell
2,606
-170
-6% -$4.68K ﹤0.01% 2218
2025
Q2 		$74.6K Buy
2,776
+1,494
+117% +$39.9K ﹤0.01% 2060
2025
Q1 		$34.9K Buy
1,282
+577
+82% +$15.9K ﹤0.01% 2198
2024
Q4 		$19.1K Buy
705
+6
+0.9% +$172 ﹤0.01% 2280
2024
Q3 		$20.5K Buy
+699
New +$19.4K ﹤0.01% 1951
2022
Q3 		– Sell
-639
Closed -$17K – 602
2022
Q2 		$17K Buy
+639
New +$19K ﹤0.01% 422

Other funds holding FREL

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CNC
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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 $377M AUM 15.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return