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FREL icon

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

NewEdge 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
Q2 		– Sell
-6
Closed -$161 – 4264
2026
Q1 		$161 Hold
6
– – ﹤0.01% 4072
2025
Q4 		$161 Hold
6
– – ﹤0.01% 4145
2025
Q3 		$167 Hold
6
– – ﹤0.01% 4015
2025
Q2 		$162 Sell
6
-1
-14% -$27 ﹤0.01% 3885
2025
Q1 		$192 Sell
7
-8,360
-100% -$230K ﹤0.01% 3803
2024
Q4 		$226K Buy
8,367
+3
+0% +$86 ﹤0.01% 2029
2024
Q3 		$247K Sell
8,364
-318
-4% -$8.85K ﹤0.01% 1911
2024
Q2 		$220K Sell
8,682
-2,073
-19% -$51.6K ﹤0.01% 1867
2024
Q1 		$281K Sell
10,755
-1,721
-14% -$44.3K ﹤0.01% 1677
2023
Q4 		$332K Buy
12,476
+68
+0.5% +$1.62K ﹤0.01% 1500
2023
Q3 		$282K Sell
12,408
-671
-5% -$16.6K ﹤0.01% 1461
2023
Q2 		$328K Sell
13,079
-72
-0.5% -$1.77K ﹤0.01% 1415
2023
Q1 		$322K Sell
13,151
-2
-0% -$52 ﹤0.01% 1345
2022
Q4 		$326K Sell
13,153
-2,100
-14% -$51.9K 0.01% 961
2022
Q3 		$365K Sell
15,253
-124
-0.8% -$3.46K 0.01% 1102
2022
Q2 		$418K Buy
+15,377
New +$458K 0.01% 1067
2022
Q1 		– Sell
-12,639
Closed -$439K – 1328
2021
Q4 		$439K Buy
+12,639
New +$412K 0.01% 1134

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors's FREL Position: Q2 2026 in Review

NewEdge Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 6 shares — an estimated $161 sold.

NewEdge Advisors first reported a position in FREL in Q4 2021 and held it in 17 quarters. The position peaked at $439K in Q4 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • NewEdge Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 6 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $161.
  • NewEdge Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 17 quarters.
  • NewEdge Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $439K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.