RMF
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Red Mountain Financial’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Red Mountain Financial’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
-11,365
Closed -$316K – 77
2025
Q3 		$316K Buy
+11,365
New +$313K 0.32% 49
2024
Q4 		– Sell
-7,358
Closed -$217K – 65
2024
Q3 		$217K Buy
+7,358
New +$205K 0.23% 63
2023
Q4 		$214K Buy
+8,019
New +$191K 0.33% 60

Other funds holding FREL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Red Mountain Financial's FREL Position: Q4 2025 in Review

Red Mountain Financial sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 11,365 shares — an estimated $316K sold.

Red Mountain Financial first reported a position in FREL in Q4 2023 and held it in 3 quarters. The position peaked at $316K in Q3 2025. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Red Mountain Financial reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Red Mountain Financial sold 11,365 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $316K.
  • Red Mountain Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2023 and held it in 3 quarters.
  • Red Mountain Financial's Fidelity MSCI Real Estate Index ETF position peaked at $316K in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Red Mountain Financial's 13F filing for Q4 2025, filed 26 Jan 2026.