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 Q2	–	Sell	-54	Closed	-$1.45K	–	1384
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 $1.55T 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

Key Financial Inc's FREL Position: Q2 2026 in Review

Key Financial Inc sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 54 shares — an estimated $1.45K sold.

Key Financial Inc first reported a position in FREL in Q2 2022 and held it in 16 quarters. The position peaked at $36K in Q2 2022. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Key Financial Inc reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 54 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $1.45K.
Key Financial Inc first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and held it in 16 quarters.
Key Financial Inc's Fidelity MSCI Real Estate Index ETF position peaked at $36K in Q2 2022.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.