MWM
FREL icon

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

Modern 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
2025
Q4 		– Sell
-8,355
Closed -$232K – 865
2025
Q3 		$232K Sell
8,355
-15,223
-65% -$419K ﹤0.01% 728
2025
Q2 		$638K Buy
23,578
+1,973
+9% +$52.7K 0.02% 439
2025
Q1 		$593K Buy
21,605
+790
+4% +$21.7K 0.02% 384
2024
Q4 		$562K Buy
+20,815
New +$595K 0.02% 340

Other funds holding FREL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
T
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Modern Wealth Management's FREL Position: Q4 2025 in Review

Modern Wealth Management sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 8,355 shares — an estimated $232K sold.

Modern Wealth Management first reported a position in FREL in Q4 2024 and held it in 4 quarters. The position peaked at $638K in Q2 2025. 213 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Modern Wealth Management reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 8,355 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $232K.
  • Modern Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 4 quarters.
  • Modern Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $638K in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.