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FREL icon

Schoolcraft Capital’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Schoolcraft Capital’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 		$2.44M Buy
90,648
+1,809
+2% +$50.4K 0.47% 29
2025
Q4 		$2.39M Buy
88,839
+4,391
+5% +$120K 0.46% 29
2025
Q3 		$2.35M Sell
84,448
-6,980
-8% -$192K 0.47% 29
2025
Q2 		$2.47M Sell
91,428
-23,071
-20% -$617K 0.5% 29
2025
Q1 		$3.15M Sell
114,499
-6,247
-5% -$172K 0.62% 23
2024
Q4 		$3.26M Sell
120,746
-2,719
-2% -$77.8K 0.68% 22
2024
Q3 		$3.64M Sell
123,465
-536
-0.4% -$14.9K 0.74% 21
2024
Q2 		$3.14M Buy
124,001
+8,614
+7% +$214K 0.67% 21
2024
Q1 		$3.01M Buy
115,387
+1,256
+1% +$32.4K 0.71% 21
2023
Q4 		$3.04M Sell
114,131
-26,276
-19% -$626K 0.77% 20
2023
Q3 		$3.19M Sell
140,407
-1,989
-1% -$49.2K 0.9% 20
2023
Q2 		$3.57M Buy
142,396
+18,941
+15% +$465K 0.98% 20
2023
Q1 		$3.08M Buy
123,455
+15,007
+14% +$387K 0.89% 20
2022
Q4 		$2.69M Buy
108,448
+62,563
+136% +$1.55M 0.83% 22
2022
Q3 		$1.1M Buy
45,885
+14,191
+45% +$395K 0.37% 24
2022
Q2 		$861K Sell
31,694
-23,400
-42% -$696K 0.28% 27
2022
Q1 		$1.78M Buy
+55,094
New +$1.74M 0.55% 23

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 $438M AUM 26.63% 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

Schoolcraft Capital's FREL Position: Q1 2026 in Review

Schoolcraft Capital increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2% in Q1 2026, buying an estimated $50.4K and bringing the position to 90,648 shares worth $2.44M. The position accounts for 0.47% of the portfolio, ranked #29.

Schoolcraft Capital first reported a position in FREL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.64M in Q3 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Schoolcraft Capital held 90,648 shares of Fidelity MSCI Real Estate Index ETF worth $2.44M as of Q1 2026.
  • Schoolcraft Capital bought 1,809 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $50.4K.
  • Fidelity MSCI Real Estate Index ETF made up 0.47% of Schoolcraft Capital's portfolio in Q1 2026, its #29 holding.
  • Schoolcraft Capital first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and has held it in 17 quarters since.
  • Schoolcraft Capital's Fidelity MSCI Real Estate Index ETF position peaked at $3.64M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.