EWM
FREL icon

Evolution Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Evolution Wealth Management’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
Q1 		$861 Hold
32
– – ﹤0.01% 794
2025
Q4 		$860 Buy
+32
New +$873 ﹤0.01% 690

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Management's FREL Position: Q1 2026 in Review

Evolution Wealth Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 32 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Evolution Wealth Management first reported a position in FREL in Q4 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Evolution Wealth Management held 32 shares of Fidelity MSCI Real Estate Index ETF worth $861 as of Q1 2026.
  • Evolution Wealth Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #794 holding.
  • Evolution Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.