Concord Wealth Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Concord Wealth Partners’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	-861	Closed	-$23.9K	–	866
2025 Q3	$23.9K	Buy	861 +7	+0.8%	+$193	﹤0.01%	436
2025 Q2	$23.1K	Buy	854 +8	+0.9%	+$214	﹤0.01%	448
2025 Q1	$23.2K	Buy	846 +8	+1%	+$220	﹤0.01%	419
2024 Q4	$22.6K	Buy	838 +7	+0.8%	+$200	﹤0.01%	436
2024 Q3	$24.5K	Buy	831 +6	+0.7%	+$167	﹤0.01%	443
2024 Q2	$20.9K	Buy	825 +8	+1%	+$199	﹤0.01%	419
2024 Q1	$21.3K	Buy	817 +8	+1%	+$206	﹤0.01%	479
2023 Q4	$21.6K	Buy	809 +6	+0.7%	+$143	﹤0.01%	466
2023 Q3	$18.3K	Buy	803 +8	+1%	+$198	﹤0.01%	522
2023 Q2	$20K	Buy	795 +7	+0.9%	+$172	﹤0.01%	507
2023 Q1	$19.6K	Buy	788 +11	+1%	+$284	0.01%	495
2022 Q4	$19.3K	Buy	+777	New	+$19.2K	0.01%	534
2022 Q3	–	Sell	-765	Closed	-$21K	–	512
2022 Q2	$21K	Buy	765 +6	+0.8%	+$179	0.01%	533
2022 Q1	$25K	Buy	759 +6	+0.8%	+$190	0.01%	585
2021 Q4	$26K	Buy	+753	New	+$24.5K	0.01%	584

Other funds holding FREL

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concord Wealth Partners's FREL Position: Q4 2025 in Review

Concord Wealth Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 861 shares — an estimated $23.9K sold.

Concord Wealth Partners first reported a position in FREL in Q4 2021 and held it in 15 quarters. The position peaked at $26K in Q4 2021. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

Concord Wealth Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 861 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $23.9K.
Concord Wealth Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 15 quarters.
Concord Wealth Partners's Fidelity MSCI Real Estate Index ETF position peaked at $26K in Q4 2021.
214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.