CAWM
FREL icon

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

Capital A 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
2025
Q2 		$4.21K Buy
158
+55
+53% +$1.47K 0.05% 250
2025
Q1 		$2.83K Buy
103
+83
+415% +$2.28K ﹤0.01% 450
2024
Q4 		$540 Buy
+20
New +$572 ﹤0.01% 647

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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 $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital A Wealth Management's FREL Position: Q2 2025 in Review

Capital A Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 53% in Q2 2025, buying an estimated $1.47K and bringing the position to 158 shares worth $4.21K. The position accounts for 0.05% of the portfolio, ranked #250.

Capital A Wealth Management first reported a position in FREL in Q4 2024 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2025.

  • Capital A Wealth Management held 158 shares of Fidelity MSCI Real Estate Index ETF worth $4.21K as of Q2 2025.
  • Capital A Wealth Management bought 55 Fidelity MSCI Real Estate Index ETF shares in Q2 2025, an estimated $1.47K.
  • Fidelity MSCI Real Estate Index ETF made up 0.05% of Capital A Wealth Management's portfolio in Q2 2025, its #250 holding.
  • Capital A Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.