MFG
FREL icon

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

Merit 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 		$212K Sell
7,252
-191
-3% -$5.54K ﹤0.01% 2073
2026
Q1 		$200K Hold
7,443
– – ﹤0.01% 1935
2025
Q4 		$200K Sell
7,443
-206
-3% -$5.62K ﹤0.01% 1825
2025
Q3 		$213K Buy
7,649
+87
+1% +$2.4K ﹤0.01% 1645
2025
Q2 		$204K Sell
7,562
-92
-1% -$2.46K ﹤0.01% 1546
2025
Q1 		$210K Buy
+7,654
New +$210K ﹤0.01% 1276
2024
Q4 		– Sell
-8,738
Closed -$258K – 1165
2024
Q3 		$258K Sell
8,738
-932
-10% -$25.9K 0.01% 709
2024
Q2 		$245K Sell
9,670
-2,002
-17% -$49.8K 0.01% 787
2024
Q1 		$286K Sell
11,672
-1,093
-9% -$28.2K 0.01% 729
2023
Q4 		$340K Buy
12,765
+132
+1% +$3.14K 0.01% 585
2023
Q3 		$287K Buy
12,633
+4,304
+52% +$106K 0.01% 596
2023
Q2 		$209K Sell
8,329
-115
-1% -$2.82K 0.01% 696
2023
Q1 		$210K Buy
8,444
+18
+0.2% +$465 0.01% 584
2022
Q4 		$209K Sell
8,426
-1,055
-11% -$26.1K 0.01% 617
2022
Q3 		$227K Buy
9,481
+31
+0.3% +$864 0.01% 495
2022
Q2 		$257K Buy
9,450
+92
+1% +$2.74K 0.01% 471
2022
Q1 		$303K Sell
9,358
-370
-4% -$11.7K 0.02% 302
2021
Q4 		$338K Sell
9,728
-18
-0.2% -$587 0.03% 206
2021
Q3 		$296K Sell
9,746
-29
-0.3% -$918 0.03% 213
2021
Q2 		$297K Buy
+9,775
New +$290K 0.03% 211

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

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

Merit Financial Group reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2.6% in Q2 2026, selling an estimated $5.54K and leaving 7,252 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Merit Financial Group first reported a position in FREL in Q2 2021 and has held it in 20 quarters since. The position peaked at $340K in Q4 2023. 28 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Merit Financial Group held 7,252 shares of Fidelity MSCI Real Estate Index ETF worth $212K as of Q2 2026.
  • Merit Financial Group sold 191 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $5.54K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2073 holding.
  • Merit Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 20 quarters since.
  • Merit Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $340K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.