Who owns Flexshares Tr fund?
- Ticker: ESG
- CUSIP Number: 33939l696
Tip: Access positions for across all investors
Analyze quarterly positions in Flexshares Tr fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Flexshares Tr fund stock
Who bought or sold Flexshares Tr fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Network Wealth Management | 88k | $10M | -1% | Dec 2023 |
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| First United Bank & Trust | 43k | $5.0M | 6% | Dec 2023 |
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| RVW Wealth | 17k | $2.1M | -1% | Mar 2024 |
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| Roof Eidam & Maycock | 12k | $1.4M | 0% | Dec 2023 |
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| Royal Bank of Canada | 11k | $1.3M | -47% | Dec 2023 |
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| Commonwealth Equity Services | 8.3k | $969k | 0% | Dec 2023 |
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| Bank of America Corporation | 6.3k | $726k | -20% | Dec 2023 |
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| Goldman Sachs Group | 5.6k | $644k | 0% | Dec 2023 |
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| Well Done | 4.8k | $611k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 4.7k | $601k | 4% | Mar 2024 |
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| Parallel Advisors | 4.5k | $520k | 0% | Dec 2023 |
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| Capital Analysts | 3.7k | $429k | 2% | Dec 2023 |
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| Capital Advisory Group Advisory Services | 3.5k | $443k | 0% | Mar 2024 |
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| HighTower Advisors | 3.3k | $380k | 0% | Dec 2023 |
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| AE Wealth Management | 2.8k | $326k | -4% | Dec 2023 |
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| Monument Group Wealth Advisors | 2.4k | $276k | 100% | Dec 2023 |
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| Citizens & Northern Corporation | 2.2k | $256k | 100% | Dec 2023 |
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| NovaPoint Capital | 2.1k | $262k | 0% | Mar 2024 |
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| Empire Financial Management Company | 2.0k | $229k | -8% | Dec 2023 |
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| Wealthcare Advisory Partners | 1.9k | $239k | -1% | Mar 2024 |
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| Milestone Investment Advisors | 1.9k | $219k | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.7k | $215k | 100% | Mar 2024 |
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| Interactive Financial Advisors | 1.5k | $303k | -96% | Dec 2023 |
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| FTB Advisors | 1.2k | $153k | 0% | Mar 2024 |
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| Advisor Group Holdings | 970.00 | $113k | -9% | Dec 2023 |
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| Summit Investment Advisors | 490.00 | $57k | 0% | Dec 2023 |
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| CVA Family Office | 225.00 | $26k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 154.00 | $18k | 0% | Dec 2023 |
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| VitalStone Financial | 71.00 | $8.0k | 0% | Dec 2023 |
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| Peoples Bank | 60.00 | $7.6k | 100% | Mar 2024 |
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| Ronald Blue Trust | 47.00 | $5.0k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 21.00 | $2.7k | 0% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 14.00 | $1.6k | 100% | Dec 2023 |
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| Wells Fargo & Company | 0 | $0 | -100% | Dec 2023 |
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Who sold out of Flexshares Tr fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 7.0k | $733k |
| Tiaa Trust, National Association | Sep 2023 | 2.2k | $234k |
| Synergy Financial Management | Dec 2023 | 1.8k | $210k |
| Sheets Smith Wealth Management | Sep 2023 | 1.0k | $105k |
| Citigroup | Sep 2023 | 515.00 | $54k |
| Householder Group Estate & Retirement Specialist | Sep 2023 | 150.00 | $16k |