CIBC Private Wealth Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

CIBC Private Wealth 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 Q4	–	Sell	-5,000	Closed	-$139K	–	3445
2025 Q3	$139K	Buy	+5,000	New	+$138K	﹤0.01%	1339
2025 Q1	–	Sell	-325	Closed	-$8.65K	–	3161
2024 Q4	$8.65K	Buy	+325	New	+$9.3K	﹤0.01%	2310
2024 Q2	–	Sell	-766	Closed	-$19.6K	–	3197
2024 Q1	$19.6K	Buy	+766	New	+$19.7K	﹤0.01%	2053
2020 Q1	–	Sell	-8,114	Closed	-$226K	–	872
2019 Q4	$226K	Hold	8,114	–	–	﹤0.01%	855
2019 Q3	$226K	Buy	+8,114	New	+$220K	﹤0.01%	840

Other funds holding FREL

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Private Wealth Group's FREL Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 5,000 shares — an estimated $139K sold.

CIBC Private Wealth Group first reported a position in FREL in Q3 2019 and held it in 5 quarters. The position peaked at $226K in Q4 2019. 213 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

CIBC Private Wealth Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 5,000 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $139K.
CIBC Private Wealth Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2019 and held it in 5 quarters.
CIBC Private Wealth Group's Fidelity MSCI Real Estate Index ETF position peaked at $226K in Q4 2019.
213 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.