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New England Private Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

New England Private 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
Q2 		$928K Buy
30,333
+5,301
+21% +$154K 0.09% 115
2026
Q1 		$674K Buy
25,032
+231
+0.9% +$6.43K 0.08% 118
2025
Q4 		$667K Buy
24,801
+199
+0.8% +$5.43K 0.08% 112
2025
Q3 		$684K Buy
+24,602
New +$677K 0.09% 109

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New England Private Wealth Advisors's FREL Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 21% in Q2 2026, buying an estimated $154K and bringing the position to 30,333 shares worth $928K. The position accounts for 0.09% of the portfolio, ranked #115.

New England Private Wealth Advisors first reported a position in FREL in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • New England Private Wealth Advisors held 30,333 shares of Fidelity MSCI Real Estate Index ETF worth $928K as of Q2 2026.
  • New England Private Wealth Advisors bought 5,301 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $154K.
  • Fidelity MSCI Real Estate Index ETF made up 0.09% of New England Private Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • New England Private Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.