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Flexshares Tr fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $484k 3.1k 158.23

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Flexshares Tr fund

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

View all funds holding Flexshares Tr fund