Arax Advisory Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Arax Advisory Partners’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	$520K	Buy	17,755 +17,550	+8,561%	+$509K	﹤0.01%	1610
2026 Q1	$1.94K	Buy	205 +133	+185%	+$3.7K	﹤0.01%	3113
2025 Q4	$1.94K	Hold	72	–	–	﹤0.01%	3273
2025 Q3	$2K	Hold	72	–	–	﹤0.01%	3116
2025 Q2	$1.95K	Buy	+72	New	+$1.92K	﹤0.01%	2574

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 22.9% 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 11.72% 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

Arax Advisory Partners's FREL Position: Q2 2026 in Review

Arax Advisory Partners increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 8,561% in Q2 2026, buying an estimated $509K and bringing the position to 17,755 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Arax Advisory Partners first reported a position in FREL in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Arax Advisory Partners held 17,755 shares of Fidelity MSCI Real Estate Index ETF worth $520K as of Q2 2026.
Arax Advisory Partners bought 17,550 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $509K.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1610 holding.
Arax Advisory Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.