RWMH
FREL icon

Riverpoint Wealth Management Holdings’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Riverpoint Wealth Management Holdings’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
2026
Q1 		$15M Buy
555,858
+30,075
+6% +$837K 3.18% 10
2025
Q4 		$14.1M Buy
525,783
+27,878
+6% +$761K 3.04% 10
2025
Q3 		$13.8M Buy
497,905
+30,529
+7% +$841K 3.04% 10
2025
Q2 		$12.6M Buy
467,376
+17,341
+4% +$463K 2.97% 10
2025
Q1 		$12.4M Buy
450,035
+19,293
+4% +$531K 3.19% 10
2024
Q4 		$11.6M Buy
430,742
+3,502
+0.8% +$100K 3.04% 11
2024
Q3 		$12.6M Buy
427,240
+19,698
+5% +$548K 3.23% 9
2024
Q2 		$10.3M Buy
407,542
+47,741
+13% +$1.19M 2.87% 11
2024
Q1 		$9.39M Buy
359,801
+8,772
+2% +$226K 2.61% 12
2023
Q4 		$9.35M Sell
351,029
-388,993
-53% -$9.26M 2.75% 12
2023
Q3 		$16.8M Buy
740,022
+782
+0.1% +$19.3K 5.55% 7
2023
Q2 		$18.5M Buy
739,240
+7,633
+1% +$187K 5.88% 6
2023
Q1 		$18.2M Buy
731,607
+43,889
+6% +$1.13M 6.29% 6
2022
Q4 		$17.1M Buy
687,718
+226,378
+49% +$5.6M 6.3% 6
2022
Q3 		$11M Sell
461,340
-91
-0% -$2.54K 4.69% 8
2022
Q2 		$12.5M Buy
461,431
+10,739
+2% +$320K 5.04% 7
2022
Q1 		$14.6M Buy
450,692
+8,422
+2% +$267K 5.05% 7
2021
Q4 		$15.4M Buy
442,270
+23,803
+6% +$776K 5.21% 7
2021
Q3 		$12.7M Buy
418,467
+9,241
+2% +$293K 4.47% 8
2021
Q2 		$12.5M Buy
409,226
+20,470
+5% +$607K 3.44% 8
2021
Q1 		$10.7M Buy
388,756
+85,152
+28% +$2.24M 3.23% 8
2020
Q4 		$7.71M Buy
303,604
+17,003
+6% +$420K 2.43% 10
2020
Q3 		$6.74M Buy
286,601
+9,589
+3% +$229K 2.45% 10
2020
Q2 		$6.48M Buy
277,012
+4,381
+2% +$98.7K 2.53% 9
2020
Q1 		$5.67M Buy
272,631
+7,387
+3% +$195K 2.77% 10
2019
Q4 		$7.39M Buy
265,244
+9,861
+4% +$273K 2.93% 8
2019
Q3 		$7.13M Buy
255,383
+4,591
+2% +$125K 3.15% 9
2019
Q2 		$6.57M Buy
250,792
+8,530
+4% +$223K 2.99% 9
2019
Q1 		$6.29M Buy
242,262
+3,424
+1% +$84.7K 3.04% 9
2018
Q4 		$5.35M Buy
+238,838
New +$5.63M 2.97% 9

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Riverpoint Wealth Management Holdings's FREL Position: Q1 2026 in Review

Riverpoint Wealth Management Holdings increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 5.7% in Q1 2026, buying an estimated $837K and bringing the position to 555,858 shares worth $15M. The position accounts for 3.18% of the portfolio, ranked #10.

Riverpoint Wealth Management Holdings first reported a position in FREL in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.5M in Q2 2023. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Riverpoint Wealth Management Holdings held 555,858 shares of Fidelity MSCI Real Estate Index ETF worth $15M as of Q1 2026.
  • Riverpoint Wealth Management Holdings bought 30,075 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $837K.
  • Fidelity MSCI Real Estate Index ETF made up 3.18% of Riverpoint Wealth Management Holdings's portfolio in Q1 2026, its #10 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2018 and has held it in 30 quarters since.
  • Riverpoint Wealth Management Holdings's Fidelity MSCI Real Estate Index ETF position peaked at $18.5M in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.