2WWM
FREL icon

21 West Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

21 West Wealth Management’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 		$1.31M Buy
44,741
+27
+0.1% +$783 1.12% 30
2026
Q1 		$1.2M Buy
44,714
+1,237
+3% +$34.4K 1.12% 31
2025
Q4 		$1.17M Buy
43,477
+1,239
+3% +$33.8K 1.07% 32
2025
Q3 		$1.17M Buy
42,238
+2,266
+6% +$62.4K 1.11% 32
2025
Q2 		$1.08M Buy
+39,972
New +$1.07M 1.09% 34

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

21 West Wealth Management's FREL Position: Q2 2026 in Review

21 West Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.06% in Q2 2026, buying an estimated $783 and bringing the position to 44,741 shares worth $1.31M. The position accounts for 1.12% of the portfolio, ranked #30.

21 West Wealth Management first reported a position in FREL in Q2 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • 21 West Wealth Management held 44,741 shares of Fidelity MSCI Real Estate Index ETF worth $1.31M as of Q2 2026.
  • 21 West Wealth Management bought 27 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $783.
  • Fidelity MSCI Real Estate Index ETF made up 1.12% of 21 West Wealth Management's portfolio in Q2 2026, its #30 holding.
  • 21 West Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.