SWA
FREL icon

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

SOA 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 		$853 Sell
29
-27
-48% -$783 ﹤0.01% 806
2026
Q1 		$1.51K Hold
56
– – ﹤0.01% 722
2025
Q4 		$1.51K Buy
56
+2
+4% +$55 ﹤0.01% 732
2025
Q3 		$1.5K Buy
54
+4
+8% +$110 ﹤0.01% 744
2025
Q2 		$1.35K Buy
50
+8
+19% +$214 ﹤0.01% 741
2025
Q1 		$1.15K Buy
42
+1
+2% +$27 ﹤0.01% 733
2024
Q4 		$1.11K Buy
41
+2
+5% +$57 ﹤0.01% 726
2024
Q3 		$1.15K Buy
39
+1
+3% +$28 ﹤0.01% 708
2024
Q2 		$963 Buy
38
+1
+3% +$25 ﹤0.01% 724
2024
Q1 		$965 Buy
37
+2
+6% +$52 ﹤0.01% 766
2023
Q4 		$933 Buy
35
+5
+17% +$119 ﹤0.01% 760
2023
Q3 		$683 Buy
30
+3
+11% +$74 ﹤0.01% 801
2023
Q2 		$677 Buy
27
+4
+17% +$98 ﹤0.01% 810
2023
Q1 		$573 Buy
23
+2
+10% +$52 ﹤0.01% 834
2022
Q4 		$521 Buy
21
+3
+17% +$74 ﹤0.01% 839
2022
Q3 		$0 Buy
18
+2
+13% +$56 ﹤0.01% 870
2022
Q2 		$0 Buy
16
+1
+7% +$30 ﹤0.01% 879
2022
Q1 		$0 Buy
15
+3
+25% +$95 ﹤0.01% 933
2021
Q4 		$0 Buy
12
+1
+9% +$33 ﹤0.01% 909
2021
Q3 		$0 Sell
11
-3
-21% -$95 ﹤0.01% 923
2021
Q2 		$0 Buy
14
+2
+17% +$59 ﹤0.01% 896
2021
Q1 		$0 Hold
12
– – ﹤0.01% 843
2020
Q4 		$0 Buy
+12
New +$296 ﹤0.01% 821

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

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

SOA Wealth Advisors reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 48% in Q2 2026, selling an estimated $783 and leaving 29 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #806.

SOA Wealth Advisors first reported a position in FREL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.51K in Q1 2026. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • SOA Wealth Advisors held 29 shares of Fidelity MSCI Real Estate Index ETF worth $853 as of Q2 2026.
  • SOA Wealth Advisors sold 27 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $783.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #806 holding.
  • SOA Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $1.51K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.