Rehmann Capital Advisory Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Rehmann Capital Advisory 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 Q2	$1.41M	Sell	48,085 -192,105	-80%	-$5.57M	0.06%	212
2026 Q1	$6.46M	Buy	240,190 +8,331	+4%	+$232K	0.34%	54
2025 Q4	$6.24M	Buy	231,859 +15,428	+7%	+$421K	0.32%	57
2025 Q3	$6.03M	Buy	216,431 +17,977	+9%	+$495K	0.33%	57
2025 Q2	$5.37M	Buy	198,454 +3,043	+2%	+$81.3K	0.33%	56
2025 Q1	$5.37M	Buy	195,411 +27,481	+16%	+$756K	0.34%	61
2024 Q4	$4.54M	Buy	167,930 +58,993	+54%	+$1.69M	0.29%	68
2024 Q3	$3.21M	Sell	108,937 -1,717	-2%	-$47.8K	0.21%	91
2024 Q2	$2.8M	Buy	110,654 +94,167	+571%	+$2.34M	0.2%	95
2024 Q1	$430K	Hold	16,487	–	–	0.03%	349
2023 Q4	$439K	Sell	16,487 -2,420	-13%	-$57.6K	0.04%	336
2023 Q3	$430K	Buy	18,907 +581	+3%	+$14.4K	0.04%	321
2023 Q2	$460K	Buy	18,326 +452	+3%	+$11.1K	0.04%	316
2023 Q1	$445K	Buy	17,874 +492	+3%	+$12.7K	0.04%	322
2022 Q4	$431K	Sell	17,382 -1,330	-7%	-$32.9K	0.04%	320
2022 Q3	$448K	Buy	+18,712	New	+$521K	0.05%	303
2022 Q2	–	Sell	-6,584	Closed	-$213K	–	522
2022 Q1	$213K	Sell	6,584 -50,776	-89%	-$1.61M	0.02%	490
2021 Q4	$1.98M	Buy	57,360 +8,439	+17%	+$275K	0.18%	96
2021 Q3	$1.48M	Buy	48,921 +13,549	+38%	+$429K	0.14%	125
2021 Q2	$1.09M	Buy	35,372 +903	+3%	+$26.8K	0.11%	166
2021 Q1	$946K	Buy	34,469 +6,735	+24%	+$177K	0.1%	173
2020 Q4	$704K	Buy	+27,734	New	+$684K	0.08%	208
2019 Q3	–	Sell	-23,088	Closed	-$604K	–	1822
2019 Q2	$604K	Buy	23,088 +3,007	+15%	+$78.6K	0.07%	211
2019 Q1	$522K	Buy	20,081 +19,332	+2,581%	+$478K	0.07%	210
2018 Q4	$16.8K	Sell	749 -10,832	-94%	-$255K	﹤0.01%	907
2018 Q3	$279K	Sell	11,581 -25,039	-68%	-$620K	0.04%	316
2018 Q2	$899K	Buy	+36,620	New	+$857K	0.13%	131

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rehmann Capital Advisory Group's FREL Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 80% in Q2 2026, selling an estimated $5.57M and leaving 48,085 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #212.

Rehmann Capital Advisory Group first reported a position in FREL in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.46M in Q1 2026. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Rehmann Capital Advisory Group held 48,085 shares of Fidelity MSCI Real Estate Index ETF worth $1.41M as of Q2 2026.
Rehmann Capital Advisory Group sold 192,105 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $5.57M.
Fidelity MSCI Real Estate Index ETF made up 0.06% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #212 holding.
Rehmann Capital Advisory Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2018 and has held it in 27 quarters since.
Rehmann Capital Advisory Group's Fidelity MSCI Real Estate Index ETF position peaked at $6.46M in Q1 2026.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.