NWA
FREL icon

Northwest Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Northwest 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 		$1.05M Buy
35,685
+4,324
+14% +$125K 0.6% 26
2026
Q1 		$844K Buy
31,361
+5,692
+22% +$158K 0.6% 30
2025
Q4 		$690K Buy
+25,669
New +$701K 0.54% 33

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 22.96% 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 21.6% 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

Northwest Wealth Advisors's FREL Position: Q2 2026 in Review

Northwest Wealth Advisors increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 14% in Q2 2026, buying an estimated $125K and bringing the position to 35,685 shares worth $1.05M. The position accounts for 0.6% of the portfolio, ranked #26.

Northwest Wealth Advisors first reported a position in FREL in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Northwest Wealth Advisors held 35,685 shares of Fidelity MSCI Real Estate Index ETF worth $1.05M as of Q2 2026.
  • Northwest Wealth Advisors bought 4,324 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $125K.
  • Fidelity MSCI Real Estate Index ETF made up 0.6% of Northwest Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Northwest Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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