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Flexshares Tr mstar emkt shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Flexshares Tr mstar emkt (TLTE) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Flexshares Tr mstar emkt

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All positions including Flexshares Tr mstar emkt 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 mstar emkt by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $57k 900 63.83
2024-06-30 $34M 173k 198.39
2024-03-31 $34M 173k 198.39

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding Flexshares Tr mstar emkt

Northern Trust
Envestnet Asset Management
Cornerstone National Bank & Trust
Mml Investors Services
Sageworth Trust Company
Jane Street
State of Wisconsin Investment Board
Old Mission Capital
Asset Dedication
Citadel Advisors
Trace Wealth Advisors
Commonwealth Equity Services
Greenspring Advisors
Cetera Investment Advisers
Wealth Architects

View all funds holding Flexshares Tr mstar emkt