Financial Freedom LLC
FREL icon

Financial Freedom LLC’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Financial Freedom 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
Q3 		$154K Sell
5,664
-1,348
-19% -$39.6K 0.07% 118
2026
Q2 		$205K Buy
7,012
+38
+0.5% +$1.1K 0.09% 106
2026
Q1 		$188K Buy
6,974
+36
+0.5% +$1K 0.09% 107
2025
Q4 		$187K Buy
+6,938
New +$189K 0.09% 108

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Black Diamond Financial
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Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Financial Freedom LLC's FREL Position: Q3 2026 in Review

Financial Freedom LLC reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 19% in Q3 2026, selling an estimated $39.6K and leaving 5,664 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #118.

Financial Freedom LLC first reported a position in FREL in Q4 2025 and has held it in 4 quarters since. The position peaked at $205K in Q2 2026. 169 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Financial Freedom LLC held 5,664 shares of Fidelity MSCI Real Estate Index ETF worth $154K as of Q3 2026.
  • Financial Freedom LLC sold 1,348 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $39.6K.
  • Fidelity MSCI Real Estate Index ETF made up 0.07% of Financial Freedom LLC's portfolio in Q3 2026, its #118 holding.
  • Financial Freedom LLC first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Financial Freedom LLC's Fidelity MSCI Real Estate Index ETF position peaked at $205K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.