Mercer Global Advisors
FREL icon

Mercer Global Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Mercer Global Advisors’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 		$2.13M Buy
79,160
+35,648
+82% +$992K ﹤0.01% 1168
2025
Q4 		$1.17M Sell
43,512
-5,315
-11% -$145K ﹤0.01% 1372
2025
Q3 		$1.36M Buy
+48,827
New +$1.34M ﹤0.01% 1221
2024
Q2 		– Sell
-10,912
Closed -$285K – 1986
2024
Q1 		$285K Buy
+10,912
New +$281K ﹤0.01% 1593
2023
Q4 		– Sell
-9,107
Closed -$207K – 2036
2023
Q3 		$207K Buy
+9,107
New +$225K ﹤0.01% 1749
2023
Q1 		– Sell
-13,445
Closed -$333K – 1977
2022
Q4 		$333K Sell
13,445
-4,980
-27% -$123K ﹤0.01% 1447
2022
Q3 		$441K Buy
18,425
+2,209
+14% +$61.6K ﹤0.01% 1184
2022
Q2 		$441K Sell
16,216
-4,880
-23% -$145K ﹤0.01% 1209
2022
Q1 		$683K Buy
21,096
+8,744
+71% +$277K ﹤0.01% 1072
2021
Q4 		$429K Buy
12,352
+3,937
+47% +$128K ﹤0.01% 1282
2021
Q3 		$256K Buy
8,415
+180
+2% +$5.7K ﹤0.01% 1493
2021
Q2 		$251K Buy
+8,235
New +$244K ﹤0.01% 1462

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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
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 $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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors's FREL Position: Q1 2026 in Review

Mercer Global Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 82% in Q1 2026, buying an estimated $992K and bringing the position to 79,160 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Mercer Global Advisors first reported a position in FREL in Q2 2021 and has held it in 12 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Mercer Global Advisors held 79,160 shares of Fidelity MSCI Real Estate Index ETF worth $2.13M as of Q1 2026.
  • Mercer Global Advisors bought 35,648 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $992K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1168 holding.
  • Mercer Global Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 12 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.