Wealth Enhancement Advisory Services
FREL icon

Wealth Enhancement Advisory Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Wealth Enhancement Advisory Services’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 		$363K Buy
12,279
+1,200
+11% +$34.8K ﹤0.01% 3014
2026
Q1 		$303K Buy
11,079
+2,960
+36% +$82.4K ﹤0.01% 2767
2025
Q4 		$220K Buy
+8,119
New +$222K ﹤0.01% 3197
2024
Q2 		– Sell
-9,204
Closed -$240K – 2647
2024
Q1 		$240K Buy
+9,204
New +$237K ﹤0.01% 2069

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's FREL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 11% in Q2 2026, buying an estimated $34.8K and bringing the position to 12,279 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Wealth Enhancement Advisory Services first reported a position in FREL in Q1 2024 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,279 shares of Fidelity MSCI Real Estate Index ETF worth $363K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,200 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $34.8K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3014 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2024 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.