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FLEXSHARES TR MORNSTAR usmkt shares owned by CWM

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

Historical chart of CWM investment in FLEXSHARES TR MORNSTAR usmkt

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $40k 200 200.00
2023-12-31 $36k 200 180.00
2023-09-30 $33k 200 165.00
2023-06-30 $34k 200 170.00
2023-03-31 $31k 200 155.00

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View all positions for CWM

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Captrust Financial Advisors
SageView Advisory Group
Commonwealth Equity Services
Efficient Advisors
RVW Wealth
Royal Bank of Canada
Strategic Blueprint
Cambridge Investment Research Advisors
Wealthstream Advisors
Wells Fargo & Company
Ballentine Capital Advisors
UBS Group
Goldstein Advisors
CI Private Wealth
Amg National Trust Bank

View all funds holding FLEXSHARES TR MORNSTAR usmkt