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

United Capital 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	$303K	Sell	10,339 -378	-4%	-$11K	﹤0.01%	1360
2026 Q1	$289K	Buy	10,717 +1,097	+11%	+$30.5K	﹤0.01%	1369
2025 Q4	$259K	Buy	+9,620	New	+$263K	﹤0.01%	1227
2022 Q2	–	Sell	-7,343	Closed	-$238K	–	1148
2022 Q1	$238K	Buy	7,343 +18	+0.2%	+$570	﹤0.01%	1068
2021 Q4	$254K	Buy	+7,325	New	+$239K	﹤0.01%	1086
2021 Q3	–	Sell	-6,691	Closed	-$204K	–	1214
2021 Q2	$204K	Buy	+6,691	New	+$198K	﹤0.01%	1162

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 22.96% 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 21.6% 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

United Capital Financial Advisors's FREL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.5% in Q2 2026, selling an estimated $11K and leaving 10,339 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

United Capital Financial Advisors first reported a position in FREL in Q2 2021 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

United Capital Financial Advisors held 10,339 shares of Fidelity MSCI Real Estate Index ETF worth $303K as of Q2 2026.
United Capital Financial Advisors sold 378 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $11K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1360 holding.
United Capital Financial Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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