AAS
FREL icon

Avantax Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Avantax Advisory 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
2025
Q2 		$10.9M Sell
404,892
-8,981
-2% -$240K 0.06% 255
2025
Q1 		$11.4M Buy
413,873
+52,504
+15% +$1.44M 0.07% 218
2024
Q4 		$9.76M Buy
361,369
+7,554
+2% +$216K 0.06% 230
2024
Q3 		$10.4M Buy
353,815
+12,049
+4% +$335K 0.07% 210
2024
Q2 		$8.66M Buy
341,766
+6,015
+2% +$150K 0.06% 233
2024
Q1 		$8.76M Buy
335,751
+18,800
+6% +$484K 0.08% 200
2023
Q4 		$8.45M Buy
316,951
+22,387
+8% +$533K 0.08% 190
2023
Q3 		$6.7M Buy
294,564
+26,610
+10% +$658K 0.08% 202
2023
Q2 		$6.72M Buy
267,954
+22,060
+9% +$541K 0.08% 198
2023
Q1 		$6.13M Buy
245,894
+12,379
+5% +$320K 0.08% 206
2022
Q4 		$5.79M Buy
233,515
+16,863
+8% +$417K 0.08% 199
2022
Q3 		$5.18M Buy
216,652
+14,513
+7% +$404K 0.08% 192
2022
Q2 		$5.49M Buy
202,139
+23,568
+13% +$701K 0.08% 182
2022
Q1 		$5.41M Buy
178,571
+20,295
+13% +$643K 0.07% 191
2021
Q4 		$5.51M Buy
158,276
+13,148
+9% +$429K 0.08% 181
2021
Q3 		$4.1M Buy
145,128
+21,794
+18% +$690K 0.07% 209
2021
Q2 		$3.5M Sell
123,334
-85,238
-41% -$2.53M 0.06% 228
2021
Q1 		$5.44M Buy
208,572
+106,647
+105% +$2.8M 0.12% 143
2020
Q4 		$2.5M Sell
101,925
-11,077
-10% -$273K 0.06% 229
2020
Q3 		$2.56M Buy
113,002
+37,313
+49% +$891K 0.04% 319
2020
Q2 		$1.67M Buy
75,689
+1,172
+2% +$26.4K 0.05% 253
2020
Q1 		$1.35M Buy
74,517
+6,113
+9% +$161K 0.04% 253
2019
Q4 		$1.87M Buy
+68,404
New +$1.9M 0.04% 221

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Avantax Advisory Services's FREL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.2% in Q2 2025, selling an estimated $240K and leaving 404,892 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #255.

Avantax Advisory Services first reported a position in FREL in Q4 2019 and has held it in 23 quarters since. The position peaked at $11.4M in Q1 2025. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Avantax Advisory Services held 404,892 shares of Fidelity MSCI Real Estate Index ETF worth $10.9M as of Q2 2025.
  • Avantax Advisory Services sold 8,981 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $240K.
  • Fidelity MSCI Real Estate Index ETF made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #255 holding.
  • Avantax Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's Fidelity MSCI Real Estate Index ETF position peaked at $11.4M in Q1 2025.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.