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Flexshares Tr shares owned by Trace Wealth Advisors

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

Historical chart of Trace Wealth Advisors investment in Flexshares Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Flexshares Tr by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $389k 6.2k 62.92
2025-06-30 $383k 6.2k 61.88

More positions owned by Trace Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace 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