Vision Financial Markets’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Vision Financial Markets’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	$5.84K	Buy	217 +2	+0.9%	+$56	0.01%	279
2025 Q4	$5.78K	Buy	215 +1	+0.5%	+$27	0.01%	267
2025 Q3	$5.93K	Buy	214 +2	+0.9%	+$55	0.01%	287
2025 Q2	$5.72K	Buy	212 +2	+1%	+$53	0.01%	269
2025 Q1	$5.75K	Buy	210 +2	+1%	+$55	0.01%	244
2024 Q4	$5.6K	Buy	+208	New	+$5.95K	0.01%	197

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vision Financial Markets's FREL Position: Q1 2026 in Review

Vision Financial Markets increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.93% in Q1 2026, buying an estimated $56 and bringing the position to 217 shares worth $5.84K. The position accounts for 0.01% of the portfolio, ranked #279.

Vision Financial Markets first reported a position in FREL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.93K in Q3 2025. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Vision Financial Markets held 217 shares of Fidelity MSCI Real Estate Index ETF worth $5.84K as of Q1 2026.
Vision Financial Markets bought 2 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $56.
Fidelity MSCI Real Estate Index ETF made up 0.01% of Vision Financial Markets's portfolio in Q1 2026, its #279 holding.
Vision Financial Markets first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 6 quarters since.
Vision Financial Markets's Fidelity MSCI Real Estate Index ETF position peaked at $5.93K in Q3 2025.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.