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Pathway Financial Advisers’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Pathway Financial Advisers’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
-113
Closed -$3.13K – 225
2025
Q3 		$3.13K Sell
113
-8,811
-99% -$243K ﹤0.01% 363
2025
Q2 		$241K Sell
8,924
-230
-3% -$6.15K 0.08% 151
2025
Q1 		$251K Sell
9,154
-1,038
-10% -$28.5K 0.09% 144
2024
Q4 		$275K Sell
10,192
-877
-8% -$25.1K 0.09% 141
2024
Q3 		$326K Sell
11,069
-7,247
-40% -$202K 0.15% 102
2024
Q2 		$463K Sell
18,316
-143
-0.8% -$3.56K 0.17% 125
2024
Q1 		$482K Sell
18,459
-1,945
-10% -$50.1K 0.17% 123
2023
Q4 		$544K Buy
20,404
+282
+1% +$6.71K 0.21% 117
2023
Q3 		$458K Buy
+20,122
New +$498K 0.19% 119
2023
Q1 		$517K Buy
20,752
+85
+0.4% +$2.19K 0.21% 114
2022
Q4 		$513K Buy
+20,667
New +$511K 0.21% 111

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 $79.5B AUM 27.1% 1-Year Est. Return

Pathway Financial Advisers's FREL Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 113 shares — an estimated $3.13K sold.

Pathway Financial Advisers first reported a position in FREL in Q4 2022 and held it in 11 quarters. The position peaked at $544K in Q4 2023. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 113 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $3.13K.
  • Pathway Financial Advisers first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2022 and held it in 11 quarters.
  • Pathway Financial Advisers's Fidelity MSCI Real Estate Index ETF position peaked at $544K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.