1 North Wealth Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

1 North Wealth Services’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	$1.85K	Buy	+63	New	+$1.83K	﹤0.01%	284

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

1 North Wealth Services's FREL Position: Q2 2026 in Review

1 North Wealth Services opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 63 shares worth $1.85K. The stake represents ﹤0.01% of the portfolio and ranks #284 among its holdings.

211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

1 North Wealth Services held 63 shares of Fidelity MSCI Real Estate Index ETF worth $1.85K as of Q2 2026.
Fidelity MSCI Real Estate Index ETF was a new 1 North Wealth Services position in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #284 holding.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.