Flexshares Tr fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Flexshares Tr fund
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All positions including Flexshares Tr fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Flexshares Tr fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $18k | 115 | 158.25 |
| 2025-09-30 | $18k | 115 | 154.22 |
| 2025-06-30 | $17k | 115 | 146.83 |
| 2025-03-31 | $15k | 115 | 134.35 |
| 2024-12-31 | $16k | 115 | 137.78 |
| 2023-12-31 | $326k | 2.8k | 118.16 |
| 2023-09-30 | $302k | 2.9k | 105.38 |