FWM
FREL icon

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

Fingerlakes 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
Q2 		$754K Buy
25,722
+1,659
+7% +$48.1K 0.41% 55
2026
Q1 		$648K Buy
24,063
+2,578
+12% +$71.8K 0.43% 52
2025
Q4 		$578K Buy
21,485
+1,776
+9% +$48.5K 0.37% 52
2025
Q3 		$548K Buy
19,709
+2,737
+16% +$75.4K 0.36% 56
2025
Q2 		$459K Buy
16,972
+1,771
+12% +$47.3K 0.34% 61
2025
Q1 		$418K Buy
15,201
+274
+2% +$7.53K 0.36% 62
2024
Q4 		$403K Buy
14,927
+562
+4% +$16.1K 0.33% 66
2024
Q3 		$423K Buy
14,365
+2,340
+19% +$65.1K 0.35% 64
2024
Q2 		$305K Buy
12,025
+3,331
+38% +$82.9K 0.27% 70
2024
Q1 		$227K Buy
8,694
+716
+9% +$18.4K 0.22% 86
2023
Q4 		$213K Buy
+7,978
New +$190K 0.23% 83

Other funds holding FREL

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
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Fingerlakes Wealth Management's FREL Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 6.9% in Q2 2026, buying an estimated $48.1K and bringing the position to 25,722 shares worth $754K. The position accounts for 0.41% of the portfolio, ranked #55.

Fingerlakes Wealth Management first reported a position in FREL in Q4 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Fingerlakes Wealth Management held 25,722 shares of Fidelity MSCI Real Estate Index ETF worth $754K as of Q2 2026.
  • Fingerlakes Wealth Management bought 1,659 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $48.1K.
  • Fidelity MSCI Real Estate Index ETF made up 0.41% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Fingerlakes Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.