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

Diversify 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
2026 Q2	$10.6M	Buy	+348,236	New	+$10.1M	0.18%	123
2026 Q1	–	Sell	-72,313	Closed	-$2.04M	–	451
2025 Q4	$2.04M	Buy	72,313 +9,520	+15%	+$260K	0.06%	224
2025 Q3	$1.7M	Buy	62,793 +12,782	+26%	+$352K	0.06%	238
2025 Q2	$1.35M	Buy	50,011 +10,574	+27%	+$283K	0.05%	262
2025 Q1	$1.05M	Buy	39,437 +9,462	+32%	+$260K	0.07%	208
2024 Q4	$779K	Sell	29,975 -12,346	-29%	-$353K	0.04%	275
2024 Q3	$1.23M	Sell	42,321 -27,027	-39%	-$752K	0.07%	226
2024 Q2	$1.76M	Sell	69,348 -61,222	-47%	-$1.52M	0.1%	173
2024 Q1	$3.35M	Buy	+130,570	New	+$3.36M	0.2%	107

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

Diversify Advisory Services's FREL Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 348,236 shares worth $10.6M. The stake represents 0.18% of the portfolio and ranks #123 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FREL as recently as Q4 2025.

Diversify Advisory Services first reported a position in FREL in Q1 2024 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Diversify Advisory Services held 348,236 shares of Fidelity MSCI Real Estate Index ETF worth $10.6M as of Q2 2026.
Fidelity MSCI Real Estate Index ETF was a new Diversify Advisory Services position in Q2 2026.
Fidelity MSCI Real Estate Index ETF made up 0.18% of Diversify Advisory Services's portfolio in Q2 2026, its #123 holding.
Diversify Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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