FLEXSHARES TR MORNSTAR usmkt shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in FLEXSHARES TR MORNSTAR usmkt
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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 184k | 242.29 |
| 2025-06-30 | $42M | 189k | 224.01 |
| 2025-03-31 | $31M | 151k | 205.74 |
| 2024-12-31 | $33M | 153k | 215.96 |
| 2024-09-30 | $35M | 163k | 212.84 |
| 2024-06-30 | $33M | 164k | 199.85 |
| 2024-03-31 | $33M | 166k | 198.39 |
| 2023-09-30 | $28M | 170k | 162.88 |
| 2023-06-30 | $29M | 172k | 168.57 |
| 2023-03-31 | $28M | 176k | 156.84 |
| 2022-12-31 | $26M | 177k | 148.60 |
| 2022-09-30 | $25M | 184k | 138.28 |
| 2022-06-30 | $27M | 185k | 145.22 |
| 2022-03-31 | $34M | 197k | 174.14 |
| 2021-12-31 | $34M | 187k | 182.42 |
| 2021-09-30 | $32M | 188k | 168.80 |
| 2021-06-30 | $32M | 189k | 170.32 |
| 2021-03-31 | $31M | 196k | 159.46 |
| 2020-12-31 | $29M | 200k | 144.74 |
| 2020-09-30 | $25M | 208k | 122.00 |
| 2020-06-30 | $28M | 243k | 113.53 |
| 2020-03-31 | $47M | 504k | 93.23 |
| 2019-12-31 | $3.8M | 30k | 127.05 |
| 2019-09-30 | $3.9M | 33k | 117.02 |
| 2019-06-30 | $4.6M | 39k | 116.87 |
| 2019-03-31 | $3.8M | 33k | 113.59 |
| 2018-12-31 | $21M | 204k | 100.12 |
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