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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SOA Wealth Advisors's FREL Position: Q1 2026 in Review

SOA Wealth Advisors held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 56 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

SOA Wealth Advisors first reported a position in FREL in Q4 2020 and has held it in 22 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

SOA Wealth Advisors held 56 shares of Fidelity MSCI Real Estate Index ETF worth $1.51K as of Q1 2026.
SOA Wealth Advisors left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #722 holding.
SOA Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and has held it in 22 quarters since.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.