Key Financial Inc’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Key Financial Inc’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	$1.45K	Hold	54	–	–	﹤0.01%	1209
2025 Q4	$1.45K	Hold	54	–	–	﹤0.01%	1216
2025 Q3	$1.5K	Hold	54	–	–	﹤0.01%	1227
2025 Q2	$1.46K	Hold	54	–	–	﹤0.01%	1226
2025 Q1	$1.48K	Hold	54	–	–	﹤0.01%	1181
2024 Q4	$1.46K	Hold	54	–	–	﹤0.01%	1184
2024 Q3	$1.59K	Hold	54	–	–	﹤0.01%	1135
2024 Q2	$1.37K	Hold	54	–	–	﹤0.01%	1146
2024 Q1	$1.41K	Hold	54	–	–	﹤0.01%	1143
2023 Q4	$1.44K	Hold	54	–	–	﹤0.01%	1138
2023 Q3	$1.23K	Hold	54	–	–	﹤0.01%	1166
2023 Q2	$1.35K	Hold	54	–	–	﹤0.01%	1205
2023 Q1	$1.34K	Hold	54	–	–	﹤0.01%	997
2022 Q4	$1.29K	Hold	54	–	–	﹤0.01%	1002
2022 Q3	$1K	Sell	54 -1,255	-96%	-$35K	﹤0.01%	1030
2022 Q2	$36K	Buy	+1,309	New	+$39K	0.02%	412

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Key Financial Inc's FREL Position: Q1 2026 in Review

Key Financial Inc held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 54 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Key Financial Inc first reported a position in FREL in Q2 2022 and has held it in 16 quarters since. The position peaked at $36K in Q2 2022. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Key Financial Inc held 54 shares of Fidelity MSCI Real Estate Index ETF worth $1.45K as of Q1 2026.
Key Financial Inc left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1209 holding.
Key Financial Inc first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and has held it in 16 quarters since.
Key Financial Inc's Fidelity MSCI Real Estate Index ETF position peaked at $36K in Q2 2022.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.