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

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

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. 65 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.
65 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.