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Flexshares Tr fund shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr fund by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $607k 4.0k 151.75

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Wisdomtree Tr Us Largecap Divd (DLN)
American Centy Etf Tr Us Quality Grow (QGRO)
Apple (AAPL)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Amazon (AMZN)
Victory Portfolios Ii Shares Free Cash (VFLO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)

View all positions for Great Valley Advisor Group

Top funds holding Flexshares Tr fund

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

View all funds holding Flexshares Tr fund