Flexshares Tr fund shares owned by Caldwell Trust
Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Flexshares Tr fund
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Quarterly reported holdings in Flexshares Tr fund by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $63k | 395 | 158.25 |
| 2025-09-30 | $61k | 395 | 154.22 |
| 2021-12-31 | $318k | 2.7k | 116.16 |
| 2021-09-30 | $289k | 2.7k | 105.53 |
| 2021-06-30 | $287k | 2.7k | 105.08 |
| 2021-03-31 | $278k | 2.9k | 97.39 |
| 2020-12-31 | $261k | 2.9k | 91.44 |
| 2020-09-30 | $226k | 2.8k | 81.45 |
| 2020-06-30 | $182k | 2.4k | 74.78 |
| 2020-03-31 | $143k | 2.3k | 61.97 |
| 2019-12-31 | $177k | 2.3k | 76.97 |