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

Dogwood 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 		$19.1K Buy
651
+21
+3% +$609 0.01% 253
2026
Q1 		$17K Hold
630
– – 0.01% 264
2025
Q4 		$16.9K Buy
+630
New +$17.2K 0.01% 222

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
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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

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

Dogwood Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.3% in Q2 2026, buying an estimated $609 and bringing the position to 651 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #253.

Dogwood Wealth Management first reported a position in FREL in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Dogwood Wealth Management held 651 shares of Fidelity MSCI Real Estate Index ETF worth $19.1K as of Q2 2026.
  • Dogwood Wealth Management bought 21 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $609.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Dogwood Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.