EWM
FREL icon

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

EPG 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
2024
Q4 		– Sell
-37
Closed -$1.1K – 430
2024
Q3 		$1.1K Buy
+37
New +$1.03K ﹤0.01% 415
2024
Q2 		– Sell
-37
Closed -$921 – 436
2024
Q1 		$960 Buy
37
+1
+3% +$26 ﹤0.01% 436
2023
Q4 		$909 Hold
36
– – ﹤0.01% 415
2023
Q3 		$822 Hold
36
– – ﹤0.01% 411
2023
Q2 		$898 Buy
+36
New +$883 ﹤0.01% 404

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return