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 Q1	$753	Buy	+28	New	+$780	﹤0.01%	602

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

WealthShield Partners's FREL Position: Q1 2026 in Review

WealthShield Partners opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2026: 28 shares worth $753. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

WealthShield Partners held 28 shares of Fidelity MSCI Real Estate Index ETF worth $753 as of Q1 2026.
Fidelity MSCI Real Estate Index ETF was a new WealthShield Partners position in Q1 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #602 holding.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.