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

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

Historical chart of Etesian 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 Etesian 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 Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $786k 19k 41.11
2023-12-31 $600k 15k 41.03
2023-09-30 $440k 11k 39.76
2023-06-30 $345k 8.5k 40.44
2023-03-31 $337k 8.3k 40.73

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Costco Wholesale Corporation (COST)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Amazon (AMZN)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)

View all positions for Etesian Wealth Advisors

Top funds holding Flexshares Tr hig yld vl etf

Kensington Asset Management
Boltwood Capital Management
REDW Stanley Financial Advisors
Envestnet Portfolio Solutions
Bank of America Corporation
AE Wealth Management
Wright Fund Managment
Commonwealth Equity Services
Jane Street
Wealth Enhancement Advisory Services
Horizon Bancorp
Citadel Advisors
Fifth Third Securities
Hanlon Investment Management
Financial Network Wealth Management

View all funds holding Flexshares Tr hig yld vl etf