Life Planning Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Life Planning Partners’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	$1.09M	Sell	37,232 -3,660	-9%	-$106K	0.81%	32
2026 Q1	$1.1M	Sell	40,892 -746	-2%	-$20.8K	0.84%	31
2025 Q4	$1.12M	Sell	41,638 -758	-2%	-$20.7K	0.86%	31
2025 Q3	$1.18M	Buy	42,396 +119	+0.3%	+$3.28K	0.86%	32
2025 Q2	$1.14M	Sell	42,277 -598	-1%	-$16K	0.91%	30
2025 Q1	$1.18M	Buy	42,875 +18	+0%	+$495	1.07%	24
2024 Q4	$1.16M	Buy	42,857 +32	+0.1%	+$915	1.07%	23
2024 Q3	$1.26M	Buy	42,825 +221	+0.5%	+$6.15K	1.13%	21
2024 Q2	$1.08M	Buy	42,604 +218	+0.5%	+$5.42K	0.98%	24
2024 Q1	$1.11M	Buy	42,386 +2,875	+7%	+$74.1K	1.1%	24
2023 Q4	$1.05M	Buy	+39,511	New	+$941K	1.04%	24
2022 Q3	$1.11M	Sell	46,302 -618	-1%	-$17.2K	1.27%	21
2022 Q2	$1.28M	Buy	46,920 +10	+0%	+$298	1.44%	19
2022 Q1	$1.52M	Sell	46,910 -858	-2%	-$27.2K	1.55%	19
2021 Q4	$1.66M	Buy	+47,768	New	+$1.56M	1.67%	17

Other funds holding FREL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Life Planning Partners's FREL Position: Q2 2026 in Review

Life Planning Partners reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 9% in Q2 2026, selling an estimated $106K and leaving 37,232 shares worth $1.09M. The position accounts for 0.81% of the portfolio, ranked #32.

Life Planning Partners first reported a position in FREL in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.66M in Q4 2021. 106 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Life Planning Partners held 37,232 shares of Fidelity MSCI Real Estate Index ETF worth $1.09M as of Q2 2026.
Life Planning Partners sold 3,660 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $106K.
Fidelity MSCI Real Estate Index ETF made up 0.81% of Life Planning Partners's portfolio in Q2 2026, its #32 holding.
Life Planning Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Fidelity MSCI Real Estate Index ETF position peaked at $1.66M in Q4 2021.
106 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.