Marshall & Sterling Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Marshall & Sterling 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
2026 Q1	–	Sell	-101	Closed	-$2.72K	–	353
2025 Q4	$2.72K	Hold	101	–	–	﹤0.01%	286
2025 Q3	$2.79K	Buy	101 +1	+1%	+$28	﹤0.01%	546
2025 Q2	$2.69K	Buy	100 +1	+1%	+$27	﹤0.01%	525
2025 Q1	$2.71K	Buy	99 +1	+1%	+$27	﹤0.01%	521
2024 Q4	$2.64K	Buy	+98	New	+$2.8K	﹤0.01%	292

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FREL Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2026, closing a stake of 101 shares — an estimated $2.72K sold.

Marshall & Sterling Wealth Advisors first reported a position in FREL in Q4 2024 and held it in 5 quarters. The position peaked at $2.79K in Q3 2025. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Marshall & Sterling Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 101 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $2.72K.
Marshall & Sterling Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 5 quarters.
Marshall & Sterling Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $2.79K in Q3 2025.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.