Palisades Hudson Asset Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Palisades Hudson Asset 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	$1.69M	Buy	62,684 +527	+0.8%	+$14.7K	0.66%	27
2025 Q4	$1.67M	Buy	62,157 +563	+0.9%	+$15.4K	0.65%	28
2025 Q3	$1.71M	Buy	61,594 +453	+0.7%	+$12.5K	0.62%	30
2025 Q2	$1.65M	Buy	61,141 +777	+1%	+$20.8K	0.65%	28
2025 Q1	$1.66M	Buy	60,364 +2,991	+5%	+$82.2K	0.75%	25
2024 Q4	$1.55M	Sell	57,373 -1,949	-3%	-$55.8K	0.65%	26
2024 Q3	$1.75M	Buy	59,322 +2,371	+4%	+$66K	0.74%	25
2024 Q2	$1.44M	Buy	56,951 +479	+0.8%	+$11.9K	0.66%	25
2024 Q1	$1.47M	Buy	56,472 +4,949	+10%	+$128K	0.67%	25
2023 Q4	$1.37M	Buy	+51,523	New	+$1.23M	0.67%	24

Other funds holding FREL

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

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

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return