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Pension & Wealth Management Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Pension & Wealth Management 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
2024
Q2 		– Sell
-500
Closed -$13K – 371
2024
Q1 		$13K Buy
+500
New +$12.9K 0.01% 265

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pension & Wealth Management Advisors's FREL Position: Q2 2024 in Review

Pension & Wealth Management Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2024, closing a stake of 500 shares — an estimated $13K sold.

Pension & Wealth Management Advisors first reported a position in FREL in Q1 2024 and held it in 1 quarter. The position peaked at $13K in Q1 2024. 199 funds tracked by Wall St. Rank hold FREL as of Q2 2024.

  • Pension & Wealth Management Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 500 Fidelity MSCI Real Estate Index ETF shares in Q2 2024, an estimated $13K.
  • Pension & Wealth Management Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $13K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2024, filed 7 Aug 2026.