Focus Partners Wealth
FREL icon

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

Focus Partners Wealth’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
-8,033
Closed -$223K – 2723
2025
Q3 		$223K Hold
8,033
– – ﹤0.01% 2005
2025
Q2 		$217K Sell
8,033
-2,983
-27% -$79.7K ﹤0.01% 1829
2025
Q1 		$303K Buy
+11,016
New +$303K ﹤0.01% 1566

Other funds holding FREL

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Lido Advisors
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
T
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Focus Partners Wealth sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 8,033 shares — an estimated $223K sold.

Focus Partners Wealth first reported a position in FREL in Q1 2025 and held it in 3 quarters. The position peaked at $303K in Q1 2025. 213 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Focus Partners Wealth reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 8,033 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $223K.
  • Focus Partners Wealth first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2025 and held it in 3 quarters.
  • Focus Partners Wealth's Fidelity MSCI Real Estate Index ETF position peaked at $303K in Q1 2025.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.