SWM
FREL icon

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

SHP 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
Q1 		$26.9K Hold
1,000
– – ﹤0.01% 646
2025
Q4 		$26.9K Buy
+1,000
New +$27.3K ﹤0.01% 614

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHP Wealth Management's FREL Position: Q1 2026 in Review

SHP Wealth Management held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 1,000 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

SHP Wealth Management first reported a position in FREL in Q4 2025 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • SHP Wealth Management held 1,000 shares of Fidelity MSCI Real Estate Index ETF worth $26.9K as of Q1 2026.
  • SHP Wealth Management left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #646 holding.
  • SHP Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.