Physician Wealth Advisors
FREL icon

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

Physician 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
Q3 		$4.18M Sell
153,800
-5,703
-4% -$168K 0.48% 33
2026
Q2 		$4.67M Sell
159,503
-437
-0.3% -$12.7K 0.56% 32
2026
Q1 		$4.3M Sell
159,940
-296
-0.2% -$8.24K 0.6% 33
2025
Q4 		$4.31M Sell
160,236
-9,074
-5% -$248K 0.6% 35
2025
Q3 		$4.71M Sell
169,310
-6,178
-4% -$170K 0.67% 34
2025
Q2 		$4.75M Sell
175,488
-8,645
-5% -$231K 0.75% 30
2025
Q1 		$5.06M Sell
184,133
-3,715
-2% -$102K 0.87% 28
2024
Q4 		$5.08M Sell
187,848
-4,543
-2% -$130K 0.86% 29
2024
Q3 		$5.62M Sell
192,391
-18,338
-9% -$510K 1.01% 26
2024
Q2 		$5.68M Sell
210,729
-9,578
-4% -$238K 1.05% 25
2024
Q1 		$5.26M Buy
220,307
+1,577
+0.7% +$40.6K 1.11% 24
2023
Q4 		$5.67M Sell
218,730
-2,069
-0.9% -$49.3K 1.27% 19
2023
Q3 		$4.99M Buy
220,799
+10,440
+5% +$258K 1.28% 20
2023
Q2 		$5.33M Buy
210,359
+3,298
+2% +$80.9K 1.32% 20
2023
Q1 		$5.16M Buy
207,061
+8,518
+4% +$220K 1.35% 20
2022
Q4 		$5.28M Buy
198,543
+37,476
+23% +$927K 1.42% 18
2022
Q3 		$3.92M Buy
161,067
+23,509
+17% +$655K 1.2% 21
2022
Q2 		$4.03M Sell
137,558
-12,471
-8% -$371K 1.17% 18
2022
Q1 		$4.65M Buy
150,029
+894
+0.6% +$28.3K 1.24% 16
2021
Q4 		$4.96M Sell
149,135
-2,347
-2% -$76.5K 1.3% 19
2021
Q3 		$4.82M Sell
151,482
-865
-0.6% -$27.4K 1.33% 21
2021
Q2 		$4.78M Sell
152,347
-6,374
-4% -$189K 1.37% 21
2021
Q1 		$4.45M Sell
158,721
-1,781
-1% -$46.8K 1.45% 18
2020
Q4 		$4.24M Sell
160,502
-6,544
-4% -$161K 1.44% 19
2020
Q3 		$3.9M Buy
167,046
+151
+0.1% +$3.61K 1.57% 16
2020
Q2 		$4.1M Buy
166,895
+1,387
+0.8% +$31.3K 1.65% 14
2020
Q1 		$3.6M Buy
165,508
+10,775
+7% +$284K 1.8% 15
2019
Q4 		$4.34M Buy
154,733
+1,938
+1% +$53.7K 1.93% 12
2019
Q3 		$4.19M Buy
+152,795
New +$4.15M 2.05% 11

Other funds holding FREL

Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
Independent Solutions Wealth Management
Independent Solutions Wealth Management Williamsville, New York $788M AUM 23.96% 1-Year Est. Return

Physician Wealth Advisors's FREL Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.6% in Q3 2026, selling an estimated $168K and leaving 153,800 shares worth $4.18M. The position accounts for 0.48% of the portfolio, ranked #33.

Physician Wealth Advisors first reported a position in FREL in Q3 2019 and has held it in 29 quarters since. The position peaked at $5.68M in Q2 2024. 63 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Physician Wealth Advisors held 153,800 shares of Fidelity MSCI Real Estate Index ETF worth $4.18M as of Q3 2026.
  • Physician Wealth Advisors sold 5,703 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $168K.
  • Fidelity MSCI Real Estate Index ETF made up 0.48% of Physician Wealth Advisors's portfolio in Q3 2026, its #33 holding.
  • Physician Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $5.68M in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.