RI
FREL icon

Ridgewood Investments’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-250
Closed -$6.76K – 378
2025
Q2 		$6.76K Sell
250
-17
-6% -$454 ﹤0.01% 565
2025
Q1 		$7.33K Hold
267
– – ﹤0.01% 516
2024
Q4 		$7.21K Sell
267
-157
-37% -$4.49K ﹤0.01% 535
2024
Q3 		$12.5K Hold
424
– – 0.01% 480
2024
Q2 		$10.7K Buy
+424
New +$10.6K 0.01% 502
2023
Q3 		– Sell
-444
Closed -$11.1K – 396
2023
Q2 		$11.1K Buy
444
+208
+88% +$5.1K 0.01% 502
2023
Q1 		$5.87K Buy
+236
New +$6.09K ﹤0.01% 578

Other funds holding FREL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 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 $377M AUM 15.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return