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Blue Barn Wealth’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Blue Barn Wealth’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
2025
Q4 		$1.65M Sell
61,375
-68,953
-53% -$1.88M 2.4% 12
2025
Q3 		$3.62M Buy
130,328
+9,553
+8% +$263K 1.59% 14
2025
Q2 		$3.27M Buy
120,775
+3,705
+3% +$99K 1.54% 16
2025
Q1 		$3.22M Buy
117,070
+6,453
+6% +$177K 1.68% 14
2024
Q4 		$2.99M Buy
110,617
+6,613
+6% +$189K 1.58% 14
2024
Q3 		$3.07M Buy
104,004
+3,550
+4% +$98.8K 1.57% 16
2024
Q2 		$2.55M Buy
100,454
+5,268
+6% +$131K 1.42% 20
2024
Q1 		$2.48M Buy
95,186
+3,043
+3% +$78.4K 1.39% 20
2023
Q4 		$2.46M Buy
92,143
+7,104
+8% +$169K 1.46% 21
2023
Q3 		$1.93M Buy
85,039
+8,737
+11% +$216K 1.27% 23
2023
Q2 		$1.91M Buy
76,302
+11,943
+19% +$293K 1.24% 23
2023
Q1 		$1.6M Buy
64,359
+4,425
+7% +$114K 0.99% 24
2022
Q4 		$1.49M Sell
59,934
-2,009
-3% -$49.7K 0.98% 26
2022
Q3 		$1.48M Buy
61,943
+4,307
+7% +$120K 1.05% 22
2022
Q2 		$1.56M Buy
57,636
+1,196
+2% +$35.6K 1.2% 21
2022
Q1 		$1.83M Buy
56,440
+11,352
+25% +$360K 1.27% 19
2021
Q4 		$1.56M Buy
45,088
+7,777
+21% +$253K 1.06% 22
2021
Q3 		$1.13M Buy
37,311
+3,725
+11% +$118K 0.99% 23
2021
Q2 		$1.02M Buy
+33,586
New +$996K 1.05% 24

Other funds holding FREL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Barn Wealth's FREL Position: Q4 2025 in Review

Blue Barn Wealth reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 53% in Q4 2025, selling an estimated $1.88M and leaving 61,375 shares worth $1.65M. The position accounts for 2.4% of the portfolio, ranked #12.

Blue Barn Wealth first reported a position in FREL in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q3 2025. 213 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Blue Barn Wealth held 61,375 shares of Fidelity MSCI Real Estate Index ETF worth $1.65M as of Q4 2025.
  • Blue Barn Wealth sold 68,953 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $1.88M.
  • Fidelity MSCI Real Estate Index ETF made up 2.4% of Blue Barn Wealth's portfolio in Q4 2025, its #12 holding.
  • Blue Barn Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $3.62M in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.