RWM
FREL icon

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

Raffa 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 		$2.4M Buy
81,795
+11,363
+16% +$330K 0.3% 37
2026
Q1 		$1.9M Buy
70,432
+7,608
+12% +$212K 0.3% 39
2025
Q4 		$1.69M Buy
62,824
+2,093
+3% +$57.1K 0.26% 44
2025
Q3 		$1.69M Buy
60,731
+5,135
+9% +$141K 0.3% 43
2025
Q2 		$1.5M Buy
55,596
+4,479
+9% +$120K 0.3% 43
2025
Q1 		$1.4M Buy
51,117
+5,738
+13% +$158K 0.32% 39
2024
Q4 		$1.23M Buy
45,379
+8,395
+23% +$240K 0.29% 40
2024
Q3 		$1.09M Buy
36,984
+4,527
+14% +$126K 0.26% 41
2024
Q2 		$822K Buy
32,457
+12,497
+63% +$311K 0.23% 41
2024
Q1 		$521K Buy
19,960
+9,635
+93% +$248K 0.16% 48
2023
Q4 		$275K Buy
10,325
+3,259
+46% +$77.6K 0.08% 65
2023
Q3 		$161K Buy
7,066
+4,316
+157% +$107K 0.05% 75
2023
Q2 		$69K Buy
2,750
+1,126
+69% +$27.6K 0.02% 107
2023
Q1 		$40.5K Buy
+1,624
New +$41.9K 0.01% 159

Other funds holding FREL

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
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

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

Raffa Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 16% in Q2 2026, buying an estimated $330K and bringing the position to 81,795 shares worth $2.4M. The position accounts for 0.3% of the portfolio, ranked #37.

Raffa Wealth Management first reported a position in FREL in Q1 2023 and has held it in 14 quarters since. 199 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Raffa Wealth Management held 81,795 shares of Fidelity MSCI Real Estate Index ETF worth $2.4M as of Q2 2026.
  • Raffa Wealth Management bought 11,363 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $330K.
  • Fidelity MSCI Real Estate Index ETF made up 0.3% of Raffa Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Raffa Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 199 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.