FLEXSHARES TR MORNSTAR usmkt shares owned by SageView Advisory Group
Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in FLEXSHARES TR MORNSTAR usmkt
Tip: Access up to 7 years of quarterly data
All positions including FLEXSHARES TR MORNSTAR usmkt held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32M | 149k | 212.84 |
| 2024-06-30 | $32M | 160k | 199.85 |
| 2024-03-31 | $13M | 186k | 71.66 |
| 2023-12-31 | $34M | 181k | 186.14 |
| 2023-09-30 | $33M | 205k | 162.88 |
| 2023-06-30 | $35M | 209k | 168.57 |
| 2023-03-31 | $34M | 214k | 156.84 |
| 2022-12-31 | $32M | 216k | 148.60 |