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 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	$4.25M	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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.27% in Q2 2026, selling an estimated $12.7K and leaving 159,503 shares worth $4.67M. The position accounts for 0.56% of the portfolio, ranked #32.

Physician Wealth Advisors first reported a position in FREL in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.68M in Q2 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Physician Wealth Advisors held 159,503 shares of Fidelity MSCI Real Estate Index ETF worth $4.67M as of Q2 2026.
Physician Wealth Advisors sold 437 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $12.7K.
Fidelity MSCI Real Estate Index ETF made up 0.56% of Physician Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Physician Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $5.68M in Q2 2024.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.