DWM
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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
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

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 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

Darwin Wealth Management's FREL Position: Q2 2026 in Review

Darwin Wealth Management opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 1,009 shares worth $29.6K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in FREL as recently as Q1 2025.

Darwin Wealth Management first reported a position in FREL in Q1 2019 and has held it in 8 quarters since. The position peaked at $6.26M in Q1 2019. 62 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Darwin Wealth Management held 1,009 shares of Fidelity MSCI Real Estate Index ETF worth $29.6K as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Darwin Wealth Management position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #291 holding.
  • Darwin Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and has held it in 8 quarters since.
  • Darwin Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $6.26M in Q1 2019.
  • 62 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

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