Transamerica Financial Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Transamerica Financial Advisors’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	$108	Sell	3 -75	-96%	-$2.17K	﹤0.01%	1989
2026 Q1	$2.12K	Sell	78 -1,757	-96%	-$48.9K	﹤0.01%	1198
2025 Q4	$49.3K	Buy	1,835 +1,094	+148%	+$29.9K	﹤0.01%	552
2025 Q3	$20.6K	Buy	741 +737	+18,425%	+$20.3K	﹤0.01%	602
2025 Q2	$100	Hold	4	–	–	﹤0.01%	523
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	469
2024 Q4	$1K	Hold	4	–	–	﹤0.01%	462
2024 Q3	$1K	Hold	4	–	–	﹤0.01%	470
2024 Q2	$1K	Hold	4	–	–	﹤0.01%	441
2024 Q1	$1K	Hold	4	–	–	﹤0.01%	485
2023 Q4	$1K	Hold	4	–	–	﹤0.01%	462
2023 Q3	$1K	Hold	4	–	–	﹤0.01%	490
2023 Q2	$1K	Hold	4	–	–	﹤0.01%	461
2023 Q1	$1K	Hold	4	–	–	﹤0.01%	445
2022 Q4	$1K	Hold	4	–	–	﹤0.01%	503
2022 Q3	$1K	Buy	+4	New	+$111	﹤0.01%	472
2020 Q3	–	Sell	-2,419	Closed	-$57K	–	286
2020 Q2	$57K	Buy	+2,419	New	+$54.5K	0.01%	198
2019 Q3	–	Sell	-2,286	Closed	-$60K	–	245
2019 Q2	$60K	Buy	+2,286	New	+$59.8K	0.01%	243
2019 Q1	–	Sell	-24,468	Closed	-$548K	–	222
2018 Q4	$548K	Buy	24,468 +7,845	+47%	+$185K	0.14%	98
2018 Q3	$401K	Buy	+16,623	New	+$412K	0.09%	142

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

Transamerica Financial Advisors's FREL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 96% in Q2 2026, selling an estimated $2.17K and leaving 3 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Transamerica Financial Advisors first reported a position in FREL in Q3 2018 and has held it in 20 quarters since. The position peaked at $548K in Q4 2018. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Transamerica Financial Advisors held 3 shares of Fidelity MSCI Real Estate Index ETF worth $108 as of Q2 2026.
Transamerica Financial Advisors sold 75 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $2.17K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1989 holding.
Transamerica Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and has held it in 20 quarters since.
Transamerica Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $548K in Q4 2018.
212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.