Darwin Wealth Management
FREL icon

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

Darwin 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
Q3 		– Sell
-1,009
Closed -$29.6K – 1208
2026
Q2 		$29.6K Buy
+1,009
New +$29.3K 0.01% 291
2026
Q1 		– Hold
0
– – – 595
2025
Q4 		– Hold
0
– – – 649
2025
Q3 		– Hold
0
– – – 594
2025
Q2 		– Sell
-100
Closed -$2.67K – 597
2025
Q1 		$2.72K Hold
100
– – ﹤0.01% 491
2024
Q4 		$2.72K Buy
+100
New +$2.86K ﹤0.01% 491
2020
Q2 		– Sell
-2,704
Closed -$56K – 363
2020
Q1 		$56K Sell
2,704
-204,218
-99% -$5.38M 0.02% 224
2019
Q4 		$5.76M Buy
206,922
+7,287
+4% +$202K 1.54% 15
2019
Q3 		$5.57M Buy
199,635
+11,652
+6% +$316K 1.65% 16
2019
Q2 		$4.92M Sell
187,983
-52,969
-22% -$1.38M 1.52% 17
2019
Q1 		$6.26M Buy
+240,952
New +$5.96M 2.06% 9

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Darwin Wealth Management's FREL Position: Q3 2026 in Review

Darwin Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2026, closing a stake of 1,009 shares — an estimated $29.6K sold.

Darwin Wealth Management first reported a position in FREL in Q1 2019 and held it in 8 quarters. The position peaked at $6.26M in Q1 2019. 135 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Darwin Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 1,009 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $29.6K.
  • Darwin Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 8 quarters.
  • Darwin Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $6.26M in Q1 2019.
  • 135 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.