GWM
FREL icon

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

Grand Wealth 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
Q4 		– Sell
-7,762
Closed -$216K – 86
2025
Q3 		$216K Buy
7,762
+31
+0.4% +$854 0.1% 40
2025
Q2 		$209K Buy
+7,731
New +$207K 0.11% 41
2024
Q4 		– Sell
-8,530
Closed -$251K – 67
2024
Q3 		$251K Sell
8,530
-1,628
-16% -$45.3K 0.14% 30
2024
Q2 		$257K Sell
10,158
-4,784
-32% -$119K 0.15% 30
2024
Q1 		$390K Buy
14,942
+1,326
+10% +$34.2K 0.19% 33
2023
Q4 		$363K Sell
13,616
-2,581
-16% -$61.5K 0.2% 31
2023
Q3 		$368K Buy
16,197
+3,840
+31% +$95K 0.23% 32
2023
Q2 		$310K Buy
+12,357
New +$303K 0.18% 32
2022
Q4 		– Sell
-13,319
Closed -$319K – 60
2022
Q3 		$319K Sell
13,319
-1,929
-13% -$53.8K 0.17% 35
2022
Q2 		$414K Sell
15,248
-5,983
-28% -$178K 0.21% 32
2022
Q1 		$688K Sell
21,231
-213
-1% -$6.75K 0.32% 25
2021
Q4 		$745K Buy
+21,444
New +$699K 0.33% 23

Other funds holding FREL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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

Grand Wealth Management's FREL Position: Q4 2025 in Review

Grand Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 7,762 shares — an estimated $216K sold.

Grand Wealth Management first reported a position in FREL in Q4 2021 and held it in 12 quarters. The position peaked at $745K in Q4 2021. 213 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Grand Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Grand Wealth Management sold 7,762 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $216K.
  • Grand Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 12 quarters.
  • Grand Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $745K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Grand Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.