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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
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
BDF
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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return