NFRA — FLEXSHARES TR

Ownership history in CERTUITY, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in FLEXSHARES TR (NFRA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.74% (2024 Q3)
Avg. % of fund
1.46%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 271,415 — 0% 1.03% $16.4M $60.51
2025 Q3 UNCHANGED 271,415 — 0% 1.17% $17.1M $60.29
2025 Q2 UNCHANGED 271,415 — 0% 1.58% $16.8M $58.98
2025 Q1 UNCHANGED 271,415 — 0% 1.64% $15.6M $54.45
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NFRA price (monthly, adj. close)

Other funds also holding NFRA

As of 2025 Q4 — sorted by position size

Capstone Financial Advisors, Inc. 3Y 7Y 7.38% Alaska Wealth Advisors, LLC 3Y 7Y 5.76% Alaska Permanent Capital Management, LLC 3Y 7Y 5.0% Boltwood Capital Management 3Y 7Y 1.29% Austin Wealth Management, LLC 1.29% STEPH & CO 3Y 1.02% CX Institutional 3Y 7Y 0.33% Brio Consultants, LLC 3Y 7Y 0.32% VestGen Investment Management 3Y 7Y 0.31% Endowment Wealth Management, Inc. 3Y 0.29%
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