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Root Financial Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Root Financial Partners’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 		– Sell
-44
Closed -$1.17K – 1429
2026
Q1 		$1.17K Sell
44
-9
-17% -$251 ﹤0.01% 2545
2025
Q4 		$1.43K Buy
+53
New +$1.45K ﹤0.01% 2044

Other funds holding FREL

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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

Root Financial Partners's FREL Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 44 shares — an estimated $1.17K sold.

Root Financial Partners first reported a position in FREL in Q4 2025 and held it in 2 quarters. The position peaked at $1.43K in Q4 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Root Financial Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 44 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $1.17K.
  • Root Financial Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Fidelity MSCI Real Estate Index ETF position peaked at $1.43K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.