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

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

Historical chart of EP 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 EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $141k 3.4k 41.03
2025-03-31 $241k 6.0k 40.38
2024-12-31 $864k 21k 40.68

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View all positions for EP Wealth Advisors

Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Morgan Stanley
Envestnet Portfolio Solutions
Boltwood Capital Management
Mml Investors Services
Wright Fund Managment
United Bank
Financial Network Wealth Management
Pinnacle Financial Partners
LPL Financial
Polar Securities
Horizon Bancorp
Commonwealth Equity Services
Park National Corp

View all funds holding Flexshares Tr hig yld vl etf