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

Robertson Stephens 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 Q2	$446K	Hold	15,212	–	–	0.01%	460
2026 Q1	$409K	Sell	15,212 -1,818	-11%	-$50.6K	0.01%	455
2025 Q4	$458K	Buy	17,030 +7,590	+80%	+$207K	0.01%	444
2025 Q3	$263K	Hold	9,440	–	–	0.01%	470
2025 Q2	$255K	Hold	9,440	–	–	0.01%	483
2025 Q1	$259K	Sell	9,440 -459	-5%	-$12.6K	0.01%	475
2024 Q4	$267K	Hold	9,899	–	–	0.01%	490
2024 Q3	$292K	Hold	9,899	–	–	0.01%	532
2024 Q2	$251K	Sell	9,899 -21,149	-68%	-$526K	0.01%	445
2024 Q1	$810K	Buy	31,048 +4,171	+16%	+$107K	0.04%	268
2023 Q4	$716K	Buy	+26,877	New	+$640K	0.04%	260
2022 Q4	–	Sell	-9,039	Closed	-$216K	–	415
2022 Q3	$216K	Buy	+9,039	New	+$252K	0.02%	331

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 22.9% 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 11.72% 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

Robertson Stephens Wealth Management's FREL Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 15,212 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #460.

Robertson Stephens Wealth Management first reported a position in FREL in Q3 2022 and has held it in 12 quarters since. The position peaked at $810K in Q1 2024. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Robertson Stephens Wealth Management held 15,212 shares of Fidelity MSCI Real Estate Index ETF worth $446K as of Q2 2026.
Robertson Stephens Wealth Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #460 holding.
Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2022 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $810K in Q1 2024.
212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.