HF Advisory Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

HF Advisory Group’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 Q3	$1.49M	Sell	54,787 -249	-0.5%	-$7.32K	0.44%	72
2026 Q2	$1.61M	Buy	55,036 +1,242	+2%	+$36K	0.5%	71
2026 Q1	$1.45M	Buy	53,794 +5,025	+10%	+$140K	0.49%	75
2025 Q4	$1.31M	Buy	48,769 +2,154	+5%	+$58.8K	0.46%	79
2025 Q3	$1.3M	Buy	46,615 +3,413	+8%	+$94K	0.48%	79
2025 Q2	$1.17M	Sell	43,202 -1,633	-4%	-$43.6K	0.46%	81
2025 Q1	$1.23M	Buy	44,835 +3,754	+9%	+$103K	0.54%	73
2024 Q4	$1.11M	Buy	41,081 +2,964	+8%	+$84.8K	0.51%	75
2024 Q3	$1.12M	Buy	38,117 +437	+1%	+$12.2K	0.52%	73
2024 Q2	$955K	Buy	37,680 +6,599	+21%	+$164K	0.49%	75
2024 Q1	$811K	Buy	31,081 +2,446	+9%	+$63K	0.45%	80
2023 Q4	$763K	Buy	28,635 +2,728	+11%	+$65K	0.49%	74
2023 Q3	$589K	Sell	25,907 -204	-0.8%	-$5.04K	0.44%	80
2023 Q2	$655K	Buy	26,111 +2,132	+9%	+$52.3K	0.52%	69
2023 Q1	$597K	Buy	23,979 +2,315	+11%	+$59.8K	0.53%	70
2022 Q4	$537K	Buy	+21,664	New	+$536K	0.54%	68

Other funds holding FREL

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

EBA

Eagle Bay Advisors New York $137M AUM 18.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HF Advisory Group's FREL Position: Q3 2026 in Review

HF Advisory Group reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.45% in Q3 2026, selling an estimated $7.32K and leaving 54,787 shares worth $1.49M. The position accounts for 0.44% of the portfolio, ranked #72.

HF Advisory Group first reported a position in FREL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q2 2026. 28 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

HF Advisory Group held 54,787 shares of Fidelity MSCI Real Estate Index ETF worth $1.49M as of Q3 2026.
HF Advisory Group sold 249 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $7.32K.
Fidelity MSCI Real Estate Index ETF made up 0.44% of HF Advisory Group's portfolio in Q3 2026, its #72 holding.
HF Advisory Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's Fidelity MSCI Real Estate Index ETF position peaked at $1.61M in Q2 2026.
28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.