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Roxbury Financial’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Roxbury 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
Q1 		– Sell
-78
Closed -$2.33K – 376
2024
Q4 		$2.33K Buy
+78
New +$2.23K ﹤0.01% 356

Other funds holding FREL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Roxbury Financial's FREL Position: Q1 2025 in Review

Roxbury Financial sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2025, closing a stake of 78 shares — an estimated $2.33K sold.

Roxbury Financial first reported a position in FREL in Q4 2024 and held it in 1 quarter. The position peaked at $2.33K in Q4 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

  • Roxbury Financial reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 78 Fidelity MSCI Real Estate Index ETF shares in Q1 2025, an estimated $2.33K.
  • Roxbury Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's Fidelity MSCI Real Estate Index ETF position peaked at $2.33K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.