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Kohmann Bosshard Financial Services’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Kohmann Bosshard Financial Services’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 		$326K Hold
11,131
– – 0.03% 168
2026
Q1 		$300K Hold
11,131
– – 0.03% 162
2025
Q4 		$299K Hold
11,131
– – 0.03% 211
2025
Q3 		$310K Hold
11,131
– – 0.03% 172
2025
Q2 		$301K Hold
11,131
– – 0.03% 151
2025
Q1 		$306K Hold
11,131
– – 0.04% 160
2024
Q4 		$301K Buy
11,131
+2,955
+36% +$84.5K 0.04% 154
2024
Q3 		$241K Hold
8,176
– – 0.03% 179
2024
Q2 		$207K Hold
8,176
– – 0.03% 184
2024
Q1 		$213K Hold
8,176
– – 0.03% 185
2023
Q4 		$218K Buy
+8,176
New +$195K 0.03% 177
2023
Q3 		– Sell
-8,176
Closed -$205K – 189
2023
Q2 		$205K Hold
8,176
– – 0.04% 168
2023
Q1 		$204K Hold
8,176
– – 0.04% 158
2022
Q4 		$203K Buy
+8,176
New +$202K 0.04% 151
2022
Q3 		– Sell
-30,471
Closed -$828K – 143
2022
Q2 		$828K Buy
30,471
+22,295
+273% +$664K 0.18% 61
2022
Q1 		$265K Buy
+8,176
New +$259K 0.05% 110

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Kohmann Bosshard Financial Services's FREL Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 11,131 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #168.

Kohmann Bosshard Financial Services first reported a position in FREL in Q1 2022 and has held it in 16 quarters since. The position peaked at $828K in Q2 2022. 28 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Kohmann Bosshard Financial Services held 11,131 shares of Fidelity MSCI Real Estate Index ETF worth $326K as of Q2 2026.
  • Kohmann Bosshard Financial Services left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #168 holding.
  • Kohmann Bosshard Financial Services first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2022 and has held it in 16 quarters since.
  • Kohmann Bosshard Financial Services's Fidelity MSCI Real Estate Index ETF position peaked at $828K in Q2 2022.
  • 28 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.