William Blair & Company
FREL icon

William Blair & Company’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

William Blair & Company’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 		$15.8K Hold
589
– – ﹤0.01% 1799
2025
Q4 		$15.8K Sell
589
-2,685
-82% -$73.3K ﹤0.01% 1747
2025
Q3 		$91K Buy
3,274
+18
+0.6% +$496 ﹤0.01% 1569
2025
Q2 		$88K Sell
3,256
-99
-3% -$2.65K ﹤0.01% 1533
2025
Q1 		$92.2K Sell
3,355
-730
-18% -$20.1K ﹤0.01% 1505
2024
Q4 		$110K Sell
4,085
-181
-4% -$5.18K ﹤0.01% 1518
2024
Q3 		$126K Sell
4,266
-191
-4% -$5.31K ﹤0.01% 1510
2024
Q2 		$113K Sell
4,457
-1,300
-23% -$32.3K ﹤0.01% 1494
2024
Q1 		$150K Sell
5,757
-331
-5% -$8.53K ﹤0.01% 1453
2023
Q4 		$162K Buy
6,088
+3,398
+126% +$80.9K ﹤0.01% 1438
2023
Q3 		$61.2K Sell
2,690
-2,353
-47% -$58.2K ﹤0.01% 1564
2023
Q2 		$127K Sell
5,043
-3,420
-40% -$83.9K ﹤0.01% 1486
2023
Q1 		$211K Sell
8,463
-4,627
-35% -$119K ﹤0.01% 1387
2022
Q4 		$325K Sell
13,090
-3,158
-19% -$78.1K ﹤0.01% 1196
2022
Q3 		$389K Sell
16,248
-2,440
-13% -$68K ﹤0.01% 1122
2022
Q2 		$508K Buy
18,688
+5,044
+37% +$150K ﹤0.01% 1055
2022
Q1 		$442K Buy
13,644
+9,973
+272% +$316K ﹤0.01% 1207
2021
Q4 		$127K Buy
3,671
+1,849
+101% +$60.3K ﹤0.01% 1660
2021
Q3 		$55K Sell
1,822
-10
-0.5% -$317 ﹤0.01% 1676
2021
Q2 		$56K Buy
1,832
+109
+6% +$3.23K ﹤0.01% 1679
2021
Q1 		$47K Sell
1,723
-934
-35% -$24.5K ﹤0.01% 1676
2020
Q4 		$67K Hold
2,657
– – ﹤0.01% 1594
2020
Q3 		$62K Sell
2,657
-145
-5% -$3.46K ﹤0.01% 1480
2020
Q2 		$66K Sell
2,802
-3,415
-55% -$76.9K ﹤0.01% 1416
2020
Q1 		$129K Buy
6,217
+1,727
+38% +$45.5K ﹤0.01% 1271
2019
Q4 		$125K Buy
+4,490
New +$124K ﹤0.01% 1377

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

William Blair & Company's FREL Position: Q1 2026 in Review

William Blair & Company held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 589 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

William Blair & Company first reported a position in FREL in Q4 2019 and has held it in 26 quarters since. The position peaked at $508K in Q2 2022. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • William Blair & Company held 589 shares of Fidelity MSCI Real Estate Index ETF worth $15.8K as of Q1 2026.
  • William Blair & Company left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1799 holding.
  • William Blair & Company first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and has held it in 26 quarters since.
  • William Blair & Company's Fidelity MSCI Real Estate Index ETF position peaked at $508K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.