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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
Q2 		– Sell
-150
Closed -$4.04K – 1782
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 $1.55T 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

Waverly Advisors's FREL Position: Q2 2026 in Review

Waverly Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 150 shares — an estimated $4.04K sold.

Waverly Advisors first reported a position in FREL in Q4 2025 and held it in 2 quarters. The position peaked at $4.04K in Q1 2026. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Waverly Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 150 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $4.04K.
  • Waverly Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and held it in 2 quarters.
  • Waverly Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $4.04K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.