Roble Belko & Company’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Roble Belko & Company’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	–	Sell	-27	Closed	-$1K	–	458
2026 Q1	$1K	Hold	27	–	–	﹤0.01%	419
2025 Q4	$1K	Buy	27 +1	+4%	+$27	﹤0.01%	424
2025 Q3	$1K	Hold	26	–	–	﹤0.01%	387
2025 Q2	$1K	Hold	26	–	–	﹤0.01%	368
2025 Q1	$1K	Hold	26	–	–	﹤0.01%	355
2024 Q4	$1K	Buy	26 +1	+4%	+$29	﹤0.01%	332
2024 Q3	$1K	Hold	25	–	–	﹤0.01%	310
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	303
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	298
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	299
2023 Q3	$1K	Buy	25 +1	+4%	+$25	﹤0.01%	270
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	272
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	274
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	299
2022 Q3	$1K	Buy	24 +1	+4%	+$28	﹤0.01%	297
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	298
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	355
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	324
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	300
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	312
2021 Q1	$1K	Buy	23 +1	+5%	+$26	﹤0.01%	304
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	295
2020 Q3	$1K	Buy	+22	New	+$526	﹤0.01%	303

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

Roble Belko & Company's FREL Position: Q2 2026 in Review

Roble Belko & Company sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 27 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in FREL in Q3 2020 and held it in 23 quarters. The position peaked at $1K in Q1 2026. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Roble Belko & Company reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
Roble Belko & Company sold 27 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $1K.
Roble Belko & Company first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and held it in 23 quarters.
Roble Belko & Company's Fidelity MSCI Real Estate Index ETF position peaked at $1K in Q1 2026.
212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.