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Flexshares Tr fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $458k 3.0k 151.74
2024-12-31 $357k 2.6k 137.78

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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