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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KDK Private Wealth Management's FREL Position: Q1 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.6% in Q1 2026, selling an estimated $3.95K and leaving 8,659 shares worth $233K. The position accounts for 0.21% of the portfolio, ranked #54.

KDK Private Wealth Management first reported a position in FREL in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q4 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

KDK Private Wealth Management held 8,659 shares of Fidelity MSCI Real Estate Index ETF worth $233K as of Q1 2026.
KDK Private Wealth Management sold 142 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $3.95K.
Fidelity MSCI Real Estate Index ETF made up 0.21% of KDK Private Wealth Management's portfolio in Q1 2026, its #54 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $269K in Q4 2024.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.