CMP
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Coston McIsaac & Partners’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Coston McIsaac & 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
Q3 		– Sell
-413
Closed -$11K – 811
2025
Q2 		$11K Buy
413
+4
+1% +$107 ﹤0.01% 510
2025
Q1 		$11K Buy
+409
New +$11.2K ﹤0.01% 481

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 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

Coston McIsaac & Partners's FREL Position: Q3 2025 in Review

Coston McIsaac & Partners sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2025, closing a stake of 413 shares — an estimated $11K sold.

Coston McIsaac & Partners first reported a position in FREL in Q1 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 211 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

  • Coston McIsaac & Partners reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 413 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $11K.
  • Coston McIsaac & Partners first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2025 and held it in 2 quarters.
  • Coston McIsaac & Partners's Fidelity MSCI Real Estate Index ETF position peaked at $11K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on Coston McIsaac & Partners's 13F filing for Q3 2025, filed 5 Nov 2025.