MWM
FREL icon

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

Merriman 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
-7,396
Closed -$218K – 217
2024
Q3 		$218K Buy
+7,396
New +$206K 0.01% 203
2022
Q3 		– Sell
-7,396
Closed -$201K – 180
2022
Q2 		$201K Sell
7,396
-23
-0.3% -$685 0.01% 160
2022
Q1 		$240K Hold
7,419
– – 0.02% 183
2021
Q4 		$258K Buy
7,419
+1
+0% +$33 0.02% 186
2021
Q3 		$226K Hold
7,418
– – 0.02% 190
2021
Q2 		$226K Hold
7,418
– – 0.02% 204
2021
Q1 		$204K Buy
+7,418
New +$195K 0.02% 179
2020
Q1 		– Sell
-7,396
Closed -$206K – 173
2019
Q4 		$206K Hold
7,396
– – 0.04% 170
2019
Q3 		$206K Sell
7,396
-696
-9% -$18.9K 0.04% 163
2019
Q2 		$211K Hold
8,092
– – 0.04% 175
2019
Q1 		$210K Buy
+8,092
New +$200K 0.04% 187

Other funds holding FREL

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Merriman Wealth Management's FREL Position: Q4 2024 in Review

Merriman Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2024, closing a stake of 7,396 shares — an estimated $218K sold.

Merriman Wealth Management first reported a position in FREL in Q1 2019 and held it in 11 quarters. The position peaked at $258K in Q4 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q4 2024.

  • Merriman Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 7,396 Fidelity MSCI Real Estate Index ETF shares in Q4 2024, an estimated $218K.
  • Merriman Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2019 and held it in 11 quarters.
  • Merriman Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $258K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.