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Flexshares Tr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $437 7 62.57
2025-03-31 $407 7 58.29
2024-12-31 $383 7 54.86

More positions owned by MAI Wealth Advisors

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Flexshares Tr

Northern Trust
Capstone Financial Advisors
Alaska Permanent Capital Management
APCM Wealth Management for Individuals
Camden Capital
Envestnet Asset Management
Morgan Stanley
CX Institutional
United Bank
Citadel Advisors
Austin Wealth Management
Jane Street
NBT Bank
Boltwood Capital Management
Money Design

View all funds holding Flexshares Tr