ICMP
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Integrated Capital Management (Pennsylvania)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Integrated Capital Management (Pennsylvania)’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 		$874K Sell
32,161
-1,163
-3% -$34.2K 0.63% 21
2026
Q2 		$976K Buy
33,324
+2,060
+7% +$59.8K 0.68% 20
2026
Q1 		$841K Sell
31,264
-1,223
-4% -$34K 0.56% 22
2025
Q4 		$874K Buy
32,487
+568
+2% +$15.5K 0.58% 22
2025
Q3 		$888K Buy
+31,919
New +$879K 0.62% 21

Other funds holding FREL

T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
2WWM
21 West Wealth Management Tustin, California $115M AUM 9.97% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s FREL Position: Q3 2026 in Review

Integrated Capital Management (Pennsylvania) reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 3.5% in Q3 2026, selling an estimated $34.2K and leaving 32,161 shares worth $874K. The position accounts for 0.63% of the portfolio, ranked #21.

Integrated Capital Management (Pennsylvania) first reported a position in FREL in Q3 2025 and has held it in 5 quarters since. The position peaked at $976K in Q2 2026. 15 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Integrated Capital Management (Pennsylvania) held 32,161 shares of Fidelity MSCI Real Estate Index ETF worth $874K as of Q3 2026.
  • Integrated Capital Management (Pennsylvania) sold 1,163 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $34.2K.
  • Fidelity MSCI Real Estate Index ETF made up 0.63% of Integrated Capital Management (Pennsylvania)'s portfolio in Q3 2026, its #21 holding.
  • Integrated Capital Management (Pennsylvania) first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 5 quarters since.
  • Integrated Capital Management (Pennsylvania)'s Fidelity MSCI Real Estate Index ETF position peaked at $976K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q3 2026, filed 9 Oct 2026.