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Flexshares Tr fund shares owned by Berger Financial Group

Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr fund held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr fund by Berger Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $205k 1.5k 137.78

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for Berger Financial Group

Top funds holding Flexshares Tr fund

LPL Financial
Financial Network Wealth Management
First United Bank & Trust
Morgan Stanley
Interactive Financial Advisors
Citadel Advisors
Susquehanna International
RVW Wealth
Royal Bank of Canada
Roof Eidam & Maycock
Commonwealth Equity Services
SGL Investment Advisors
Gilbert Capital Group
Cambridge Investment Research Advisors
Well Done

View all funds holding Flexshares Tr fund