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Tounjian Advisory Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Tounjian Advisory Partners’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 		$3.8K Buy
+130
New +$3.77K ﹤0.01% 489
2025
Q3 		– Sell
-11,986
Closed -$329K – 184
2025
Q2 		$329K Sell
11,986
-366
-3% -$9.78K 0.06% 213
2025
Q1 		$339K Buy
+12,352
New +$340K 0.06% 214

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
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
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tounjian Advisory Partners's FREL Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 130 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in FREL as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in FREL in Q1 2025 and has held it in 3 quarters since. The position peaked at $339K in Q1 2025. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Tounjian Advisory Partners held 130 shares of Fidelity MSCI Real Estate Index ETF worth $3.8K as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Tounjian Advisory Partners position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #489 holding.
  • Tounjian Advisory Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2025 and has held it in 3 quarters since.
  • Tounjian Advisory Partners's Fidelity MSCI Real Estate Index ETF position peaked at $339K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.