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Flexshares Tr us quality cap shares owned by Herold Advisors

Quarter-by-quarter ownership of Flexshares Tr us quality cap (QLC) shares owned by Herold Advisors from 13F filings

Historical chart of Herold Advisors investment in Flexshares Tr us quality cap

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr us quality cap held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr us quality cap by Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 35k 65.04
2024-06-30 $1.5M 24k 61.52
2024-03-31 $881k 15k 58.88

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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
Visa Com Cl A (V)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
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Meta Platforms Cl A (META)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Herold Advisors

Top funds holding Flexshares Tr us quality cap

Northern Trust
Envestnet Asset Management
Commonwealth Equity Services
Mml Investors Services
LPL Financial
Cetera Investment Advisers
Goldman Sachs Group
L.m. Kohn & Company
Herold Advisors
Empirical Asset Management
Two Sigma Investments
Hanlon Investment Management
Eqis Capital Management
Park National Corp
Centaurus Financial

View all funds holding Flexshares Tr us quality cap