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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

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Quarterly reported holdings in Flexshares Tr fund by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 2.4k 126.59
2023-12-31 $276k 2.4k 116.03

More positions owned by Monument Group Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Willis Towers Watson SHS (WTW)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Microsoft Corporation (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding Flexshares Tr fund

Financial Network Wealth Management
First United Bank & Trust
Interactive Financial Advisors
Susquehanna International
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

View all funds holding Flexshares Tr fund