Flexshares Tr fund shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in Flexshares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr fund held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Flexshares Tr fund by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 2.4k | 154.22 |
| 2025-06-30 | $349k | 2.4k | 146.83 |
| 2025-03-31 | $320k | 2.4k | 134.35 |
| 2024-12-31 | $328k | 2.4k | 137.78 |
| 2024-09-30 | $323k | 2.4k | 135.85 |
| 2024-06-30 | $305k | 2.4k | 128.29 |
| 2024-03-31 | $301k | 2.4k | 126.59 |
| 2023-12-31 | $276k | 2.4k | 116.03 |
More positions owned by Monument Group Wealth Advisors
View all positions for Monument Group Wealth Advisors