WA
FREL icon

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

Waverly 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 		$4.04K Hold
150
– – ﹤0.01% 1615
2025
Q4 		$4.03K Buy
+150
New +$4.09K ﹤0.01% 1475

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's FREL Position: Q1 2026 in Review

Waverly Advisors held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 150 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Waverly Advisors first reported a position in FREL in Q4 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Waverly Advisors held 150 shares of Fidelity MSCI Real Estate Index ETF worth $4.04K as of Q1 2026.
  • Waverly 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 Waverly Advisors's portfolio in Q1 2026, its #1615 holding.
  • Waverly Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.