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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

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

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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