Flexshares Tr fund shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Flexshares Tr fund
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Quarterly reported holdings in Flexshares Tr fund by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $67k | 490 | 135.85 |
| 2024-06-30 | $63k | 490 | 128.29 |
| 2024-03-31 | $62k | 490 | 126.59 |
| 2023-12-31 | $57k | 490 | 116.03 |
| 2023-09-30 | $52k | 490 | 105.38 |
| 2023-06-30 | $55k | 510 | 108.08 |
| 2023-03-31 | $51k | 510 | 99.32 |
| 2022-12-31 | $47k | 510 | 91.83 |
| 2022-09-30 | $43k | 510 | 84.31 |
| 2022-06-30 | $47k | 530 | 88.68 |
| 2022-03-31 | $58k | 530 | 109.43 |
| 2021-12-31 | $139k | 1.2k | 115.35 |
| 2021-09-30 | $135k | 1.3k | 105.06 |
| 2021-06-30 | $147k | 1.4k | 104.78 |
| 2021-03-31 | $135k | 1.4k | 97.26 |
| 2020-12-31 | $126k | 1.4k | 90.78 |
| 2020-09-30 | $111k | 1.4k | 80.90 |
| 2020-06-30 | $102k | 1.4k | 74.34 |
| 2020-03-31 | $83k | 1.3k | 61.89 |
| 2019-12-31 | $88k | 1.2k | 76.12 |
| 2019-09-30 | $78k | 1.1k | 70.91 |
| 2019-06-30 | $6.0k | 95 | 63.16 |
More positions owned by Summit Investment Advisors
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