SWM
FREL icon

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

SigFig 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 		$3.38M Sell
113,284
-1,310
-1% -$38K 0.09% 64
2026
Q1 		$3.08M Sell
114,594
-1,480
-1% -$41.2K 0.09% 68
2025
Q4 		$3.13M Buy
116,074
+10,225
+10% +$279K 0.09% 73
2025
Q3 		$2.93M Buy
105,849
+112
+0.1% +$3.08K 0.09% 73
2025
Q2 		$2.84M Sell
105,737
-3,121
-3% -$83.4K 0.09% 74
2025
Q1 		$2.96M Buy
108,858
+936
+0.9% +$25.7K 0.11% 68
2024
Q4 		$2.89M Buy
107,922
+1,116
+1% +$31.9K 0.1% 69
2024
Q3 		$3.13M Sell
106,806
-3,200
-3% -$89K 0.11% 67
2024
Q2 		$2.79M Buy
110,006
+2,856
+3% +$71.1K 0.1% 67
2024
Q1 		$2.8M Sell
107,150
-10,706
-9% -$276K 0.1% 68
2023
Q4 		$3.14M Buy
117,856
+7,278
+7% +$173K 0.12% 66
2023
Q3 		$2.52M Sell
110,578
-3,916
-3% -$96.8K 0.1% 71
2023
Q2 		$2.86M Buy
114,494
+1,843
+2% +$45.2K 0.11% 68
2023
Q1 		$2.81M Buy
112,651
+1,511
+1% +$39K 0.16% 61
2022
Q4 		$3.32M Buy
111,140
+633
+0.6% +$15.7K 0.16% 51
2022
Q3 		$3.4M Sell
110,507
-4,722
-4% -$132K 0.18% 48
2022
Q2 		$3.56M Buy
115,229
+398
+0.3% +$11.8K 0.18% 46
2022
Q1 		$3.59M Sell
114,831
-11,755
-9% -$372K 0.17% 46
2021
Q4 		$3.93M Sell
126,586
-5,988
-5% -$195K 0.18% 42
2021
Q3 		$4.03M Buy
132,574
+8,453
+7% +$268K 0.2% 41
2021
Q2 		$3.78M Buy
124,121
+4,596
+4% +$136K 0.2% 42
2021
Q1 		$3.28M Buy
119,525
+7,672
+7% +$202K 0.2% 39
2020
Q4 		$2.84M Buy
111,853
+7,960
+8% +$196K 0.21% 39
2020
Q3 		$2.43M Buy
103,893
+4,719
+5% +$113K 0.22% 35
2020
Q2 		$2.32M Buy
99,174
+751
+0.8% +$16.9K 0.25% 30
2020
Q1 		$2.05M Buy
98,423
+3,033
+3% +$79.9K 0.28% 30
2019
Q4 		$2.66M Buy
95,390
+230
+0.2% +$6.37K 0.33% 29
2019
Q3 		$2.65M Sell
95,160
-2,779
-3% -$75.4K 0.38% 29
2019
Q2 		$2.56M Buy
97,939
+7,459
+8% +$195K 0.4% 32
2019
Q1 		$2.35M Sell
90,480
-771
-0.8% -$19.1K 0.42% 33
2018
Q4 		$2.03M Sell
91,251
-4,210
-4% -$99.3K 0.43% 32
2018
Q3 		$2.3M Sell
95,461
-408
-0.4% -$10.1K 0.48% 32
2018
Q2 		$2.35M Sell
95,869
-932
-1% -$21.8K 0.61% 32
2018
Q1 		$2.21M Buy
96,801
+14,038
+17% +$324K 1.29% 21
2017
Q4 		$2.04M Buy
82,763
+7,723
+10% +$191K 0.98% 24
2017
Q3 		$1.82M Buy
75,040
+661
+0.9% +$16.1K 1.22% 15
2017
Q2 		$1.8M Buy
74,379
+2,232
+3% +$53.9K 1.33% 15
2017
Q1 		$1.71M Sell
72,147
-1,892
-3% -$44.9K 1.36% 15
2016
Q4 		$1.74M Buy
+74,039
New +$1.71M 1.49% 15

Other funds holding FREL

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $117M AUM 16.83% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return