DFG
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Demars Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Demars Financial Group’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 		$245K Sell
8,373
-781
-9% -$22.7K 0.07% 106
2026
Q1 		$246K Sell
9,154
-150
-2% -$4.18K 0.08% 93
2025
Q4 		$250K Sell
9,304
-324
-3% -$8.84K 0.08% 81
2025
Q3 		$268K Sell
9,628
-314
-3% -$8.64K 0.09% 81
2025
Q2 		$269K Sell
9,942
-2,028
-17% -$54.2K 0.1% 73
2025
Q1 		$329K Buy
11,970
+266
+2% +$7.31K 0.14% 62
2024
Q4 		$316K Sell
11,704
-1,587
-12% -$45.4K 0.14% 63
2024
Q3 		$392K Sell
13,291
-1,071
-7% -$29.8K 0.18% 54
2024
Q2 		$364K Sell
14,362
-842
-6% -$21K 0.17% 52
2024
Q1 		$397K Buy
15,204
+489
+3% +$12.6K 0.2% 51
2023
Q4 		$392K Sell
14,715
-13,103
-47% -$312K 0.21% 47
2023
Q3 		$633K Sell
27,818
-974
-3% -$24.1K 0.36% 40
2023
Q2 		$722K Sell
28,792
-728
-2% -$17.9K 0.4% 39
2023
Q1 		$735K Sell
29,520
-609
-2% -$15.7K 0.41% 40
2022
Q4 		$747K Sell
30,129
-26,136
-46% -$647K 0.41% 40
2022
Q3 		$1.35M Buy
56,265
+645
+1% +$18K 0.8% 34
2022
Q2 		$1.51M Buy
55,620
+7
+0% +$208 0.86% 33
2022
Q1 		$1.8M Buy
55,613
+18,216
+49% +$577K 0.91% 32
2021
Q4 		$1.3M Sell
37,397
-2,304
-6% -$75.1K 0.69% 39
2021
Q3 		$1.21M Sell
39,701
-5,927
-13% -$188K 0.71% 38
2021
Q2 		$1.39M Buy
45,628
+1,277
+3% +$37.9K 0.84% 31
2021
Q1 		$1.22M Buy
44,351
+1,478
+3% +$38.8K 0.82% 33
2020
Q4 		$1.09M Sell
42,873
-68,035
-61% -$1.68M 0.77% 38
2020
Q3 		$2.61M Buy
110,908
+729
+0.7% +$17.4K 1.99% 16
2020
Q2 		$2.58M Sell
110,179
-9,312
-8% -$210K 2.14% 13
2020
Q1 		$2.48M Buy
119,491
+3,483
+3% +$91.8K 2.6% 11
2019
Q4 		$3.23M Buy
+116,008
New +$3.21M 2.92% 10

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Demars Financial Group's FREL Position: Q2 2026 in Review

Demars Financial Group reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 8.5% in Q2 2026, selling an estimated $22.7K and leaving 8,373 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #106.

Demars Financial Group first reported a position in FREL in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.23M in Q4 2019. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Demars Financial Group held 8,373 shares of Fidelity MSCI Real Estate Index ETF worth $245K as of Q2 2026.
  • Demars Financial Group sold 781 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $22.7K.
  • Fidelity MSCI Real Estate Index ETF made up 0.07% of Demars Financial Group's portfolio in Q2 2026, its #106 holding.
  • Demars Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2019 and has held it in 27 quarters since.
  • Demars Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $3.23M in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.