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Flexshares Tr shares owned by Instrumental Wealth

Quarter-by-quarter ownership of Flexshares Tr (NFRA) shares owned by Instrumental Wealth from 13F filings

Historical chart of Instrumental Wealth investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr held by Instrumental Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr by Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 4.2k 64.12

More positions owned by Instrumental Wealth

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2035 (IBCA)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Instrumental Wealth

Top funds holding Flexshares Tr

Northern Trust
Capstone Financial Advisors
Alaska Permanent Capital Management
APCM Wealth Management for Individuals
Morgan Stanley
Camden Capital
Envestnet Asset Management
United Bank
Jane Street
Bank of America Corporation
Cornerstone National Bank & Trust
NBT Bank
Austin Wealth Management
Boltwood Capital Management
CX Institutional

View all funds holding Flexshares Tr