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Flexshares Tr shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Flexshares Tr (GQRE) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 525 61.04
2025-06-30 $31k 521 59.68
2025-03-31 $30k 516 57.96

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Flexshares Tr

Northern Trust
ESL Trust Services
Dynamic Advisors Solutions
St. Clair Advisors
Envestnet Asset Management
Boltwood Capital Management
PFG Advisors
Missouri Trust & Investment
NFP Retirement
Old Mission Capital
Northwestern Mutual Wealth Management Company
Jane Street
Citadel Advisors
Fermata Advisors
Cetera Investment Advisers

View all funds holding Flexshares Tr