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

Meridian 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 		$234K Buy
+7,987
New +$232K 0.01% 747
2024
Q4 		– Sell
-9,797
Closed -$289K – 644
2024
Q3 		$289K Buy
+9,797
New +$273K 0.01% 529

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

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

Meridian Wealth Management opened a new position in Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2026: 7,987 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in FREL as recently as Q3 2024.

Meridian Wealth Management first reported a position in FREL in Q3 2024 and has held it in 2 quarters since. The position peaked at $289K in Q3 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Meridian Wealth Management held 7,987 shares of Fidelity MSCI Real Estate Index ETF worth $234K as of Q2 2026.
  • Fidelity MSCI Real Estate Index ETF was a new Meridian Wealth Management position in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #747 holding.
  • Meridian Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2024 and has held it in 2 quarters since.
  • Meridian Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $289K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.