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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 – 377
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 – 395
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 $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Ridgewood Investments's FREL Position: Q3 2025 in Review

Ridgewood Investments sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q3 2025, closing a stake of 250 shares — an estimated $6.76K sold.

Ridgewood Investments first reported a position in FREL in Q1 2023 and held it in 7 quarters. The position peaked at $12.5K in Q3 2024. 211 funds tracked by Wall St. Rank hold FREL as of Q3 2025.

  • Ridgewood Investments reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 250 Fidelity MSCI Real Estate Index ETF shares in Q3 2025, an estimated $6.76K.
  • Ridgewood Investments first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Fidelity MSCI Real Estate Index ETF position peaked at $12.5K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.