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Flexshares Tr mstar emkt shares owned by Trace Wealth Advisors

Quarter-by-quarter ownership of Flexshares Tr mstar emkt (TLTE) shares owned by Trace Wealth Advisors from 13F filings

Historical chart of Trace Wealth Advisors investment in Flexshares Tr mstar emkt

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mstar emkt held by Trace Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mstar emkt by Trace Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 24k 63.11
2025-06-30 $1.4M 24k 58.63

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Procter & Gamble Company (PG)
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Qualcomm (QCOM)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Flexshares Tr Mstar Emkt Fac (TLTE)

View all positions for Trace Wealth Advisors

Top funds holding Flexshares Tr mstar emkt

Northern Trust
Envestnet Asset Management
Sageworth Trust Company
Mml Investors Services
Jane Street
State of Wisconsin Investment Board
Citadel Advisors
Asset Dedication
Trace Wealth Advisors
Flow Traders US
Commonwealth Equity Services
Wealthstream Advisors
Morgan Stanley
Cetera Investment Advisers
Wealth Architects

View all funds holding Flexshares Tr mstar emkt