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Flexshares Tr fund shares owned by Values Added Financial

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

Historical chart of Values Added Financial investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr fund by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 1.3k 158.25

More positions owned by Values Added Financial

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust State Street Spd (SPLG)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Esg Eafe Etf (DMXF)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Series Trust State Street Spd (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added Financial

Top funds holding Flexshares Tr fund

LPL Financial
Financial Network Wealth Management
First United Bank & Trust
Interactive Financial Advisors
Citadel Advisors
Susquehanna International
RVW Wealth
Royal Bank of Canada
Roof Eidam & Maycock
Horizon Investments
Commonwealth Equity Services
SGL Investment Advisors
Cambridge Investment Research Advisors
Gilbert Capital Group
Well Done

View all funds holding Flexshares Tr fund