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FLEXSHARES TR MORNSTAR usmkt shares owned by Private Advisor

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

Historical chart of Private Advisor investment in FLEXSHARES TR MORNSTAR usmkt

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

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Private Advisor

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 755 276.07
2020-06-30 $27k 242 111.57
2017-06-30 $217k 2.1k 101.40

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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