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

Smith Salley 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	$684K	Buy	23,359 +6,505	+39%	+$189K	0.03%	179
2026 Q1	$454K	Buy	16,854 +169	+1%	+$4.71K	0.02%	193
2025 Q4	$449K	Sell	16,685 -5	-0%	-$136	0.02%	194
2025 Q3	$464K	Buy	16,690 +57	+0.3%	+$1.57K	0.02%	188
2025 Q2	$450K	Buy	16,633 +65	+0.4%	+$1.74K	0.03%	180
2025 Q1	$455K	Buy	16,568 +98	+0.6%	+$2.69K	0.03%	175
2024 Q4	$445K	Sell	16,470 -766	-4%	-$21.9K	0.03%	178
2024 Q3	$508K	Buy	17,236 +280	+2%	+$7.79K	0.03%	173
2024 Q2	$430K	Buy	16,956 +46	+0.3%	+$1.15K	0.03%	174
2024 Q1	$441K	Sell	16,910 -8	-0%	-$206	0.03%	172
2023 Q4	$451K	Buy	16,918 +24	+0.1%	+$572	0.03%	188
2023 Q3	$384K	Sell	16,894 -905	-5%	-$22.4K	0.03%	187
2023 Q2	$447K	Buy	17,799 +1,181	+7%	+$29K	0.03%	179
2023 Q1	$414K	Sell	16,618 -692	-4%	-$17.9K	0.03%	181
2022 Q4	$429K	Sell	17,310 -943	-5%	-$23.3K	0.04%	174
2022 Q3	$437K	Buy	18,253 +458	+3%	+$12.8K	0.04%	170
2022 Q2	$483K	Sell	17,795 -7,358	-29%	-$219K	0.04%	167
2022 Q1	$815K	Sell	25,153 -8,770	-26%	-$278K	0.06%	152
2021 Q4	$1.18M	Buy	33,923 +2,446	+8%	+$79.7K	0.08%	138
2021 Q3	$957K	Buy	31,477 +4,303	+16%	+$136K	0.08%	144
2021 Q2	$827K	Buy	27,174 +1,304	+5%	+$38.7K	0.07%	153
2021 Q1	$711K	Buy	25,870 +3,902	+18%	+$103K	0.06%	146
2020 Q4	$558K	Buy	21,968 +1,655	+8%	+$40.8K	0.06%	148
2020 Q3	$477K	Buy	20,313 +4,798	+31%	+$115K	0.06%	134
2020 Q2	$363K	Sell	15,515 -435	-3%	-$9.8K	0.05%	143
2020 Q1	$332K	Buy	15,950 +450	+3%	+$11.9K	0.06%	138
2019 Q4	$432K	Buy	15,500 +2,464	+19%	+$68.3K	0.06%	137
2019 Q3	$364K	Buy	13,036 +742	+6%	+$20.1K	0.05%	147
2019 Q2	$322K	Buy	+12,294	New	+$321K	0.05%	155

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Smith Salley Wealth Management's FREL Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 39% in Q2 2026, buying an estimated $189K and bringing the position to 23,359 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #179.

Smith Salley Wealth Management first reported a position in FREL in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.18M in Q4 2021. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

Smith Salley Wealth Management held 23,359 shares of Fidelity MSCI Real Estate Index ETF worth $684K as of Q2 2026.
Smith Salley Wealth Management bought 6,505 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $189K.
Fidelity MSCI Real Estate Index ETF made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #179 holding.
Smith Salley Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and has held it in 29 quarters since.
Smith Salley Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $1.18M in Q4 2021.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.