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Flexshares Tr shares owned by Forum Financial Management

Quarter-by-quarter ownership of Flexshares Tr (GQRE) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in Flexshares Tr

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All positions including Flexshares Tr held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 4.2k 55.78
2023-09-30 $207k 4.2k 48.92
2023-06-30 $237k 4.5k 53.04

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Apple (AAPL)
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Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding Flexshares Tr

ESL Trust Services
Dynamic Advisors Solutions
Hills Bank And Trust Company
Boltwood Capital Management
Flow Traders US
Jane Street
Missouri Trust & Investment
Envestnet Portfolio Solutions
PFG Advisors
Park National Corp
Bristlecone Advisors
Fermata Advisors
NBT Bank
Studio Investment Management
Citadel Advisors

View all funds holding Flexshares Tr