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Caliber Wealth Management (Kansas)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Caliber Wealth Management (Kansas)’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 		– Sell
-14,138
Closed -$380K – 275
2025
Q4 		$380K Sell
14,138
-17,491
-55% -$477K 0.04% 198
2025
Q3 		$880K Sell
31,629
-16,437
-34% -$453K 0.1% 138
2025
Q2 		$1.3M Sell
48,066
-2,424
-5% -$64.8K 0.14% 129
2025
Q1 		$1.39M Buy
+50,490
New +$1.39M 0.19% 110

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

Caliber Wealth Management (Kansas)'s FREL Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2026, closing a stake of 14,138 shares — an estimated $380K sold.

Caliber Wealth Management (Kansas) first reported a position in FREL in Q1 2025 and held it in 4 quarters. The position peaked at $1.39M in Q1 2025. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Caliber Wealth Management (Kansas) reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2026 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 14,138 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $380K.
  • Caliber Wealth Management (Kansas) first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2025 and held it in 4 quarters.
  • Caliber Wealth Management (Kansas)'s Fidelity MSCI Real Estate Index ETF position peaked at $1.39M in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.