LFG
FREL icon

Larson Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Larson Financial 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
Q1 		$525K Buy
19,505
+1,187
+6% +$33K 0.02% 465
2025
Q4 		$493K Buy
18,318
+1,017
+6% +$27.8K 0.02% 468
2025
Q3 		$481K Buy
17,301
+2,862
+20% +$78.8K 0.02% 473
2025
Q2 		$390K Buy
14,439
+4,202
+41% +$112K 0.02% 495
2025
Q1 		$281K Buy
10,237
+4,825
+89% +$133K 0.01% 549
2024
Q4 		$146K Buy
5,412
+4,155
+331% +$119K 0.01% 640
2024
Q3 		$37.1K Buy
1,257
+1,201
+2,145% +$33.4K ﹤0.01% 993
2024
Q2 		$1.42K Hold
56
– – ﹤0.01% 1649
2024
Q1 		$1.46K Sell
56
-218
-80% -$5.62K ﹤0.01% 1402
2023
Q4 		$7.3K Sell
274
-1,456
-84% -$34.7K ﹤0.01% 1095
2023
Q3 		$39.4K Hold
1,730
– – ﹤0.01% 675
2023
Q2 		$43.4K Hold
1,730
– – ﹤0.01% 585
2023
Q1 		$43.1K Buy
1,730
+152
+10% +$3.92K ﹤0.01% 587
2022
Q4 		$39.1K Buy
1,578
+174
+12% +$4.3K ﹤0.01% 567
2022
Q3 		$34K Hold
1,404
– – ﹤0.01% 530
2022
Q2 		$38K Hold
1,404
– – 0.01% 422
2022
Q1 		$45K Buy
1,404
+626
+80% +$19.8K 0.01% 396
2021
Q4 		$27K Buy
+778
New +$25.4K ﹤0.01% 484

Other funds holding FREL

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Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
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