Beacon Pointe Advisors »

FLEXSHARES TR MORNSTAR usmkt shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in FLEXSHARES TR MORNSTAR usmkt

Tip: Access up to 7 years of quarterly data

All positions including FLEXSHARES TR MORNSTAR usmkt held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 800 276.07
2024-03-31 $575k 2.9k 198.39
2023-12-31 $529k 2.9k 182.48
2023-09-30 $472k 2.9k 162.88
2023-03-31 $455k 2.9k 156.84

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Northern Trust
Morgan Stanley
Capstone Financial Advisors
Envestnet Asset Management
Commonwealth Equity Services
RVW Wealth
Creative Planning
Sageworth Trust Company
SageView Advisory Group
Mml Investors Services
MAI Wealth Advisors
LPL Financial
Cetera Investment Advisers
_Sentinel Trust Company, LBA______________
Trace Wealth Advisors

View all funds holding FLEXSHARES TR MORNSTAR usmkt