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Flexshares Tr mornstar upstr shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $664k 15k 43.78
2025-06-30 $608k 15k 40.11

More positions owned by Trace Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Common Fund For Nonprofit Organizations
Evoke Wealth
ValMark Advisers
Morgan Stanley
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

View all funds holding Flexshares Tr mornstar upstr