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WealthShield Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

WealthShield Partners’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
-28
Closed -$753 – 468
2026
Q1 		$753 Buy
+28
New +$780 ﹤0.01% 602

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Envestnet Asset Management
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MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
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PNC Financial Services Group
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthShield Partners's FREL Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026, closing a stake of 28 shares — an estimated $753 sold.

WealthShield Partners first reported a position in FREL in Q1 2026 and held it in 1 quarter. The position peaked at $753 in Q1 2026. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • WealthShield Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 28 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $753.
  • WealthShield Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2026 and held it in 1 quarter.
  • WealthShield Partners's Fidelity MSCI Real Estate Index ETF position peaked at $753 in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.