Rik Saylor Financial’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Rik Saylor Financial’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	$428K	Sell	14,613 -42	-0.3%	-$1.22K	0.28%	72
2026 Q1	$394K	Buy	14,655 +70	+0.5%	+$1.95K	0.3%	69
2025 Q4	$392K	Buy	14,585 +30	+0.2%	+$819	0.29%	70
2025 Q3	$405K	Sell	14,555 -834	-5%	-$23K	0.3%	71
2025 Q2	$416K	Sell	15,389 -501	-3%	-$13.4K	0.32%	68
2025 Q1	$436K	Sell	15,890 -95	-0.6%	-$2.61K	0.38%	62
2024 Q4	$432K	Buy	+15,985	New	+$457K	0.4%	63

Other funds holding FREL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

RWMH

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Rik Saylor Financial's FREL Position: Q2 2026 in Review

Rik Saylor Financial reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 0.29% in Q2 2026, selling an estimated $1.22K and leaving 14,613 shares worth $428K. The position accounts for 0.28% of the portfolio, ranked #72.

Rik Saylor Financial first reported a position in FREL in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q1 2025. 106 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Rik Saylor Financial held 14,613 shares of Fidelity MSCI Real Estate Index ETF worth $428K as of Q2 2026.
Rik Saylor Financial sold 42 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $1.22K.
Fidelity MSCI Real Estate Index ETF made up 0.28% of Rik Saylor Financial's portfolio in Q2 2026, its #72 holding.
Rik Saylor Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's Fidelity MSCI Real Estate Index ETF position peaked at $436K in Q1 2025.
106 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.