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Brookwood Investment Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Brookwood Investment Group’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
Q2 		– Sell
-7,760
Closed -$213K – 478
2025
Q1 		$213K Buy
+7,760
New +$213K 0.04% 384

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brookwood Investment Group's FREL Position: Q2 2025 in Review

Brookwood Investment Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q2 2025, closing a stake of 7,760 shares — an estimated $213K sold.

Brookwood Investment Group first reported a position in FREL in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 209 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Brookwood Investment Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 7,760 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $213K.
  • Brookwood Investment Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Fidelity MSCI Real Estate Index ETF position peaked at $213K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.