GeoWealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

GeoWealth Management’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	-294	Closed	-$7.95K	–	936
2025 Q2	$7.95K	Buy	+294	New	+$7.86K	﹤0.01%	1128
2025 Q1	–	Sell	-1	Closed	-$21	–	1327
2024 Q4	$21	Sell	1 -1	-50%	-$29	﹤0.01%	1785
2024 Q3	$44	Buy	+2	New	+$56	﹤0.01%	1682
2022 Q2	–	Sell	-3,078	Closed	-$100K	–	349
2022 Q1	$100K	Buy	+3,078	New	+$97.5K	0.01%	325
2020 Q3	–	Sell	-25,353	Closed	-$593K	–	167
2020 Q2	$593K	Sell	25,353 -900	-3%	-$20.3K	0.25%	89
2020 Q1	$546K	Sell	26,253 -5,149	-16%	-$136K	0.39%	49
2019 Q4	$875K	Sell	31,402 -14,921	-32%	-$413K	0.47%	48
2019 Q3	$1.29M	Buy	46,323 +36,414	+367%	+$988K	0.29%	53
2019 Q2	$259K	Buy	+9,909	New	+$259K	0.68%	35

Other funds holding FREL

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 Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 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

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

GeoWealth Management's FREL Position: Q3 2025 in Review

GeoWealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2025, closing a stake of 294 shares — an estimated $7.95K sold.

GeoWealth Management first reported a position in FREL in Q2 2019 and held it in 9 quarters. The position peaked at $1.29M in Q3 2019. 211 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

GeoWealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 294 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $7.95K.
GeoWealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2019 and held it in 9 quarters.
GeoWealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $1.29M in Q3 2019.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.