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Flexshares Tr fund shares owned by Momentum Advisors

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

Historical chart of Momentum Advisors investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr fund by Momentum Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.8M 19k 91.83
2022-09-30 $1.6M 19k 85.90
2022-06-30 $1.5M 17k 89.66

More positions owned by Momentum Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Gold Tr Gold Shs (GLD)
Impact Shs Tr I Naacp Mino Etf (NACP)
Select Sector Spdr Tr Energy (XLE)
Meta Platforms Cl A (META)
Flexshares Tr Stox Us Esg Slct (ESG)
Etf Ser Solutions Aptus Defined (DRSK)
United Parcel Service CL B (UPS)

View all positions for Momentum Advisors

Top funds holding Flexshares Tr fund

Financial Network Wealth Management
First United Bank & Trust
RVW Wealth
Roof Eidam & Maycock
Royal Bank of Canada
Commonwealth Equity Services
Bank of America Corporation
Goldman Sachs Group
Well Done
Cambridge Investment Research Advisors
Parallel Advisors
Capital Analysts
Capital Advisory Group Advisory Services
HighTower Advisors
Better Money Decisions

View all funds holding Flexshares Tr fund