BWM
FREL icon

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

Birchcreek 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 		$1.54M Buy
57,276
+1,033
+2% +$28.8K 0.74% 25
2025
Q4 		$1.51M Buy
56,243
+4,781
+9% +$130K 0.74% 24
2025
Q3 		$1.43M Buy
51,462
+7,151
+16% +$197K 0.74% 27
2025
Q2 		$1.2M Buy
44,311
+3,116
+8% +$83.3K 0.68% 32
2025
Q1 		$1.13M Buy
41,195
+5,253
+15% +$144K 0.71% 27
2024
Q4 		$971K Buy
35,942
+1,837
+5% +$52.6K 0.61% 34
2024
Q3 		$1.01M Buy
34,105
+578
+2% +$16.1K 0.66% 33
2024
Q2 		$850K Sell
33,527
-102
-0.3% -$2.54K 0.48% 47
2024
Q1 		$877K Buy
33,629
+4,184
+14% +$108K 0.46% 51
2023
Q4 		$785K Buy
29,445
+2,606
+10% +$62.1K 0.47% 53
2023
Q3 		$611K Buy
26,839
+3,934
+17% +$97.3K 0.41% 61
2023
Q2 		$575K Buy
22,905
+6,008
+36% +$147K 0.4% 64
2023
Q1 		$421K Buy
16,897
+3,037
+22% +$78.4K 0.33% 78
2022
Q4 		$344K Buy
13,860
+182
+1% +$4.5K 0.31% 85
2022
Q3 		$327K Buy
13,678
+1,639
+14% +$45.7K 0.3% 77
2022
Q2 		$327K Buy
12,039
+76
+0.6% +$2.26K 0.29% 78
2022
Q1 		$387K Sell
11,963
-4,377
-27% -$139K 0.34% 66
2021
Q4 		$567K Sell
16,340
-5,358
-25% -$175K 0.49% 51
2021
Q3 		$660K Buy
21,698
+285
+1% +$9.02K 0.62% 44
2021
Q2 		$652K Buy
21,413
+1,944
+10% +$57.6K 0.63% 42
2021
Q1 		$535K Buy
19,469
+5,762
+42% +$151K 0.57% 47
2020
Q4 		$347K Buy
+13,707
New +$338K 0.34% 67

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 $32.7B AUM 19.2% 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 $374B AUM 17.66% 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 $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $377B AUM 19.32% 1-Year Est. Return

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

Birchcreek Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.8% in Q1 2026, buying an estimated $28.8K and bringing the position to 57,276 shares worth $1.54M. The position accounts for 0.74% of the portfolio, ranked #25.

Birchcreek Wealth Management first reported a position in FREL in Q4 2020 and has held it in 22 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Birchcreek Wealth Management held 57,276 shares of Fidelity MSCI Real Estate Index ETF worth $1.54M as of Q1 2026.
  • Birchcreek Wealth Management bought 1,033 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $28.8K.
  • Fidelity MSCI Real Estate Index ETF made up 0.74% of Birchcreek Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Birchcreek Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2020 and has held it in 22 quarters since.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

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