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Rise Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Rise Advisors’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
-190
Closed -$5.28K – 603
2025
Q3 		$5.28K Sell
190
-8
-4% -$220 ﹤0.01% 1142
2025
Q2 		$5.35K Buy
198
+2
+1% +$53 ﹤0.01% 1153
2025
Q1 		$5.38K Buy
196
+2
+1% +$55 ﹤0.01% 1152
2024
Q4 		$5.25K Sell
194
-120
-38% -$3.43K ﹤0.01% 1048
2024
Q3 		$9.26K Sell
314
-918
-75% -$25.5K ﹤0.01% 1021
2024
Q2 		$31.2K Buy
1,232
+12
+1% +$299 0.02% 355
2024
Q1 		$31.8K Sell
1,220
-909
-43% -$23.4K 0.02% 359
2023
Q4 		$56.7K Sell
2,129
-320
-13% -$7.62K 0.04% 147
2023
Q3 		$55.7K Sell
2,449
-19
-0.8% -$470 0.04% 129
2023
Q2 		$61.9K Sell
2,468
-301
-11% -$7.38K 0.05% 132
2023
Q1 		$69K Buy
2,769
+37
+1% +$955 0.05% 132
2022
Q4 		$67.8K Buy
2,732
+14
+0.5% +$346 0.05% 130
2022
Q3 		$65K Buy
2,718
+29
+1% +$808 0.05% 128
2022
Q2 		$73K Sell
2,689
-107
-4% -$3.19K 0.07% 115
2022
Q1 		$91K Buy
2,796
+11
+0.4% +$348 0.08% 105
2021
Q4 		$96.7K Buy
+2,785
New +$90.8K 0.09% 99

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

Rise Advisors's FREL Position: Q4 2025 in Review

Rise Advisors sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q4 2025, closing a stake of 190 shares — an estimated $5.28K sold.

Rise Advisors first reported a position in FREL in Q4 2021 and held it in 16 quarters. The position peaked at $96.7K in Q4 2021. 214 funds tracked by Wall St. Rank hold FREL as of Q4 2025.

  • Rise Advisors reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 190 Fidelity MSCI Real Estate Index ETF shares in Q4 2025, an estimated $5.28K.
  • Rise Advisors first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Fidelity MSCI Real Estate Index ETF position peaked at $96.7K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.