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

Diversify 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 Q1	$9.49M	Buy	329,694 +109,052	+49%	+$3.04M	0.17%	132
2025 Q4	$6.04M	Buy	220,642 +63,588	+40%	+$1.74M	0.28%	90
2025 Q3	$4.25M	Buy	157,054 +6,245	+4%	+$172K	0.25%	118
2025 Q2	$4.07M	Buy	150,809 +3,321	+2%	+$88.8K	0.25%	120
2025 Q1	$3.93M	Buy	147,488 +13,415	+10%	+$369K	0.29%	99
2024 Q4	$3.48M	Sell	134,073 -14,202	-10%	-$406K	0.27%	99
2024 Q3	$4.33M	Buy	148,275 +29,610	+25%	+$824K	0.42%	58
2024 Q2	$3.18M	Buy	+118,665	New	+$2.95M	0.4%	61

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Diversify Wealth Management's FREL Position: Q1 2026 in Review

Diversify Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 49% in Q1 2026, buying an estimated $3.04M and bringing the position to 329,694 shares worth $9.49M. The position accounts for 0.17% of the portfolio, ranked #132.

Diversify Wealth Management first reported a position in FREL in Q2 2024 and has held it in 8 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Diversify Wealth Management held 329,694 shares of Fidelity MSCI Real Estate Index ETF worth $9.49M as of Q1 2026.
Diversify Wealth Management bought 109,052 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $3.04M.
Fidelity MSCI Real Estate Index ETF made up 0.17% of Diversify Wealth Management's portfolio in Q1 2026, its #132 holding.
Diversify Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2024 and has held it in 8 quarters since.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.