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Flexshares Tr mornstar upstr shares owned by Betterment

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Betterment

Quarter filed Position value Share count Share price at filing
2025-03-31 $303k 7.8k 38.87
2024-12-31 $263k 7.2k 36.38
2024-09-30 $217k 5.3k 41.27
2023-06-30 $274k 6.8k 40.04
2023-03-31 $217k 5.1k 42.27

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)
Goldman Sachs Activebeta Us Lg (GSLC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Betterment

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Common Fund For Nonprofit Organizations
Evoke Wealth
ValMark Advisers
First Interstate Bank
Moller Financial Services
Goodman & Company, Investment Counsel
NBT Bank
Connable Office
Aaron Wealth Advisors
Versant Capital Management
Hills Bank And Trust Company
Pure Financial Advisors
VPR Management
Barry Investment Advisors

View all funds holding Flexshares Tr mornstar upstr