FLEXSHARES TR MORNSTAR usmkt shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in FLEXSHARES TR MORNSTAR usmkt
Tip: Access up to 7 years of quarterly data
All positions including FLEXSHARES TR MORNSTAR usmkt held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $173k | 713 | 242.29 |
| 2025-06-30 | $160k | 713 | 224.01 |
| 2025-03-31 | $169k | 823 | 205.74 |
| 2024-12-31 | $178k | 823 | 215.96 |
| 2024-09-30 | $175k | 823 | 212.84 |
| 2024-06-30 | $165k | 823 | 199.85 |