Sontag Advisory »

FLEXSHARES TR MORNSTAR usmkt shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in FLEXSHARES TR MORNSTAR usmkt

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 6.6k 242.30
2025-06-30 $1.5M 6.6k 224.02
2025-03-31 $1.4M 6.6k 205.75
2024-12-31 $1.4M 6.6k 215.97
2024-09-30 $2.8M 13k 212.84

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Northern Trust
Capstone Financial Advisors
Morgan Stanley
Envestnet Asset Management
Commonwealth Equity Services
RVW Wealth
Sageworth Trust Company
SageView Advisory Group
Mml Investors Services
LPL Financial
Cetera Investment Advisers
_Sentinel Trust Company, LBA______________
Trace Wealth Advisors
Wealthstream Advisors
Cambridge Investment Research Advisors

View all funds holding FLEXSHARES TR MORNSTAR usmkt