Kingswood Wealth Advisors
FREL icon

Kingswood Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-11,423
Closed -$309K – 763
2024
Q4 		$309K Buy
+11,423
New +$327K 0.02% 596

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CNC
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Commonwealth Equity Services
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BDF
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RWMH
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Pure Financial Advisors
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Kingswood Wealth Advisors's FREL Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 11,423 shares — an estimated $309K sold.

Kingswood Wealth Advisors first reported a position in FREL in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,423 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $309K.
  • Kingswood Wealth Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $309K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.