Envestnet Portfolio Solutions »

Flexshares Tr mornstar upstr shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Envestnet Portfolio Solutions 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 upstr by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 256k 41.07
2023-12-31 $9.8M 238k 40.95

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Evoke Wealth
ValMark Advisers
Bessemer
Morgan Stanley
Cullen Frost Bankers
NBT Bank
Moller Financial Services
Hills Bank And Trust Company
Connable Office
Jane Street
UBS Group
Ameriprise Financial
Aaron Wealth Advisors
Citizens & Northern Corporation

View all funds holding Flexshares Tr mornstar upstr