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Flexshares Tr hig yld vl etf shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr hig yld vl etf (HYGV) shares owned by Acorn Wealth Advisors from 13F filings

Historical chart of Acorn Wealth Advisors investment in Flexshares Tr hig yld vl etf

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr hig yld vl etf held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr hig yld vl etf by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $445k 11k 40.40
2024-03-31 $456k 11k 41.11
2023-12-31 $451k 11k 40.87
2023-09-30 $371k 9.3k 39.76

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View all positions for Acorn Wealth Advisors

Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Kensington Asset Management
Envestnet Portfolio Solutions
Morgan Stanley
Boltwood Capital Management
United Bank
Bank of America Corporation
Mml Investors Services
AE Wealth Management
Wright Fund Managment
REDW Stanley Financial Advisors
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cedar Wealth Management

View all funds holding Flexshares Tr hig yld vl etf