NFRA — FlexShares ETFs/USA

Ownership history in CX Institutional  ·  30 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in FlexShares ETFs/USA (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
0.74% (2025 Q1)
Avg. % of fund
0.14%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 182,381 +11,391 +6.7% 0.33% $11.0M $60.51
2025 Q3 ADDED 170,990 +8,775 +5.4% 0.33% $10.8M $60.29
2025 Q2 REDUCED 162,215 -178,668 -52.4% 0.35% $10.0M $58.98
2025 Q1 ADDED 340,883 +280,570 +465.2% 0.74% $19.6M $54.45
26 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% CERTUITY, LLC 3Y 1.03% STEPH & CO 3Y 1.02% 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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