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Opes Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Opes Wealth Management’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 		$3.6M Buy
133,774
+5,089
+4% +$142K 0.59% 38
2025
Q4 		$3.46M Buy
128,685
+4,408
+4% +$120K 0.56% 40
2025
Q3 		$3.46M Buy
124,277
+3,579
+3% +$98.5K 0.6% 38
2025
Q2 		$3.26M Buy
120,698
+2,846
+2% +$76.1K 0.58% 39
2025
Q1 		$3.24M Buy
117,852
+12,784
+12% +$352K 0.65% 36
2024
Q4 		$2.84M Buy
105,068
+112
+0.1% +$3.2K 0.58% 37
2024
Q3 		$3.09M Buy
104,956
+511
+0.5% +$14.2K 0.59% 35
2024
Q2 		$2.65M Buy
104,445
+1,591
+2% +$39.6K 0.55% 37
2024
Q1 		$2.68M Buy
102,854
+8,418
+9% +$217K 0.62% 37
2023
Q4 		$2.52M Buy
94,436
+7,426
+9% +$177K 0.6% 36
2023
Q3 		$1.98M Buy
87,010
+1,065
+1% +$26.3K 0.55% 41
2023
Q2 		$2.16M Buy
85,945
+23,020
+37% +$565K 0.61% 35
2023
Q1 		$1.57M Buy
62,925
+25,944
+70% +$670K 0.51% 40
2022
Q4 		$917K Sell
36,981
-20,477
-36% -$507K 0.33% 50
2022
Q3 		$1.37M Buy
57,458
+2,219
+4% +$61.8K 0.55% 38
2022
Q2 		$1.5M Buy
55,239
+384
+0.7% +$11.4K 0.6% 36
2022
Q1 		$1.78M Sell
54,855
-868
-2% -$27.5K 0.58% 36
2021
Q4 		$1.94M Buy
55,723
+16,787
+43% +$547K 0.6% 35
2021
Q3 		$1.18M Buy
+38,936
New +$1.23M 0.42% 43

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Opes Wealth Management's FREL Position: Q1 2026 in Review

Opes Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 4% in Q1 2026, buying an estimated $142K and bringing the position to 133,774 shares worth $3.6M. The position accounts for 0.59% of the portfolio, ranked #38.

Opes Wealth Management first reported a position in FREL in Q3 2021 and has held it in 19 quarters since. 204 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Opes Wealth Management held 133,774 shares of Fidelity MSCI Real Estate Index ETF worth $3.6M as of Q1 2026.
  • Opes Wealth Management bought 5,089 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $142K.
  • Fidelity MSCI Real Estate Index ETF made up 0.59% of Opes Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Opes Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2021 and has held it in 19 quarters since.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.