BFP
FREL icon

Briaud Financial Planning’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-439
Closed -$11K – 134
2025
Q2 		$11K Buy
+439
New +$11.7K ﹤0.01% 229

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Briaud Financial Planning's FREL Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2025, closing a stake of 439 shares — an estimated $11K sold.

Briaud Financial Planning first reported a position in FREL in Q2 2025 and held it in 1 quarter. The position peaked at $11K in Q2 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 439 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $11K.
  • Briaud Financial Planning first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity MSCI Real Estate Index ETF position peaked at $11K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.