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

KDK Private 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
2026 Q2	$314K	Buy	10,704 +2,045	+24%	+$59.3K	0.26%	45
2026 Q1	$233K	Sell	8,659 -142	-2%	-$3.95K	0.21%	54
2025 Q4	$237K	Sell	8,801 -77	-0.9%	-$2.1K	0.21%	66
2025 Q3	$247K	Sell	8,878 -465	-5%	-$12.8K	0.25%	51
2025 Q2	$253K	Sell	9,343 -408	-4%	-$10.9K	0.27%	49
2025 Q1	$268K	Sell	9,751 -209	-2%	-$5.75K	0.31%	43
2024 Q4	$269K	Buy	+9,960	New	+$285K	0.28%	43

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KDK Private Wealth Management's FREL Position: Q2 2026 in Review

KDK Private Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 24% in Q2 2026, buying an estimated $59.3K and bringing the position to 10,704 shares worth $314K. The position accounts for 0.26% of the portfolio, ranked #45.

KDK Private Wealth Management first reported a position in FREL in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

KDK Private Wealth Management held 10,704 shares of Fidelity MSCI Real Estate Index ETF worth $314K as of Q2 2026.
KDK Private Wealth Management bought 2,045 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $59.3K.
Fidelity MSCI Real Estate Index ETF made up 0.26% of KDK Private Wealth Management's portfolio in Q2 2026, its #45 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.