Flexshares Tr fund shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Flexshares Tr fund (ESGG) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Flexshares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Flexshares Tr fund held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Flexshares Tr fund by BSW Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $229k | 1.4k | 162.88 |
2023-12-31 | $210k | 1.4k | 149.53 |
2022-03-31 | $200k | 1.4k | 142.15 |
2021-12-31 | $214k | 1.4k | 152.10 |