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Flexshares Tr fund shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Flexshares Tr fund (ESG) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Flexshares Tr fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr fund by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $322k 2.0k 160.56
2025-09-30 $312k 2.0k 154.57
2025-06-30 $300k 2.0k 148.25
2024-12-31 $323k 2.3k 137.77

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Smith Core Plus (SMTH)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Wealth Enhancement Advisory Services

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