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Flexshares Tr fund shares owned by Sunrise Financial Services

Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Sunrise Financial Services from 13F filings

Historical chart of Sunrise Financial Services investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr fund held by Sunrise Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr fund by Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $14k 91 151.74

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

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