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	$2.11K	Hold	8,092	–	–	0.04%	175
2019 Q1	$210K	Buy	+8,092	New	+$200K	0.04%	187

Other funds holding FREL

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 Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return