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Flexshares Tr shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 25k 64.00

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Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p 500 Index Etf (IVV)
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View all positions for Valeo Financial Advisors

Top funds holding Flexshares Tr

Northern Trust
ESL Trust Services
Dynamic Advisors Solutions
Boltwood Capital Management
Cornerstone National Bank & Trust
NFP Retirement
Missouri Trust & Investment
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Bank of America Corporation
Cetera Investment Advisers
Bleakley Financial Group
Valeo Financial Advisors
Fermata Advisors
Studio Investment Management

View all funds holding Flexshares Tr