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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
2022
Q3 		– Sell
-4
Closed -$1K – 663
2022
Q2 		$1K Buy
+4
New +$119 ﹤0.01% 485

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

Transamerica Financial Advisors's FREL Position: Q1 2026 in Review

Transamerica Financial Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 96% in Q1 2026, selling an estimated $48.9K and leaving 78 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Transamerica Financial Advisors first reported a position in FREL in Q3 2018 and has held it in 19 quarters since. The position peaked at $548K in Q4 2018. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Transamerica Financial Advisors held 78 shares of Fidelity MSCI Real Estate Index ETF worth $2.12K as of Q1 2026.
  • Transamerica Financial Advisors sold 1,757 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $48.9K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1198 holding.
  • Transamerica Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2018 and has held it in 19 quarters since.
  • Transamerica Financial Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $548K in Q4 2018.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.