EWA
FREL icon

EP Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

EP Wealth Advisors’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 		$407K Sell
15,066
-487
-3% -$13K ﹤0.01% 868
2025
Q1 		$427K Sell
15,553
-2,578
-14% -$70.9K ﹤0.01% 762
2024
Q4 		$490K Sell
18,131
-391
-2% -$11.2K ﹤0.01% 701
2024
Q3 		$546K Sell
18,522
-629
-3% -$17.5K ﹤0.01% 661
2024
Q2 		$485K Sell
19,151
-1,443
-7% -$35.9K 0.01% 542
2024
Q1 		$537K Sell
20,594
-3,848
-16% -$99.1K 0.01% 500
2023
Q4 		$651K Buy
24,442
+1,702
+7% +$40.5K 0.01% 441
2023
Q3 		$517K Buy
22,740
+17,662
+348% +$437K 0.01% 459
2023
Q2 		$643K Buy
5,078
+3,305
+186% +$81.1K 0.01% 415
2023
Q1 		$259K Buy
+1,773
New +$45.8K ﹤0.01% 521

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return