Carson Wealth (CWM LLC)
FREL icon

Carson Wealth (CWM LLC)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Carson Wealth (CWM LLC)’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 		$9.98K Sell
371
-17,685
-98% -$492K ﹤0.01% 4775
2025
Q4 		$486K Buy
18,056
+4,123
+30% +$113K ﹤0.01% 1940
2025
Q3 		$387K Buy
13,933
+4,089
+42% +$113K ﹤0.01% 1945
2025
Q2 		$266K Buy
9,844
+1,713
+21% +$45.8K ﹤0.01% 1947
2025
Q1 		$223K Buy
8,131
+1,344
+20% +$37K ﹤0.01% 1847
2024
Q4 		$183K Buy
6,787
+2,451
+57% +$70.1K ﹤0.01% 1881
2024
Q3 		$128K Buy
4,336
+1,675
+63% +$46.6K ﹤0.01% 2034
2024
Q2 		$67K Buy
2,661
+2,116
+388% +$52.7K ﹤0.01% 2253
2024
Q1 		$14K Buy
545
+107
+24% +$2.76K ﹤0.01% 3131
2023
Q4 		$12K Buy
438
+230
+111% +$5.48K ﹤0.01% 3075
2023
Q3 		$5K Buy
208
+2
+1% +$49 ﹤0.01% 3450
2023
Q2 		$5K Buy
206
+2
+1% +$49 ﹤0.01% 3436
2023
Q1 		$5K Buy
204
+3
+1% +$77 ﹤0.01% 3284
2022
Q4 		$5K Buy
201
+1
+0.5% +$25 ﹤0.01% 3165
2022
Q3 		$5K Buy
+200
New +$5.57K ﹤0.01% 3062

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $424B AUM 22.9% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FREL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 98% in Q1 2026, selling an estimated $492K and leaving 371 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #4775.

Carson Wealth (CWM LLC) first reported a position in FREL in Q3 2022 and has held it in 15 quarters since. The position peaked at $486K in Q4 2025. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 371 shares of Fidelity MSCI Real Estate Index ETF worth $9.98K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17,685 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $492K.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4775 holding.
  • Carson Wealth (CWM LLC) first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Fidelity MSCI Real Estate Index ETF position peaked at $486K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.