SKOR — FLEXSHARES TR

Ownership history in Herold Advisors, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Herold Advisors, Inc. reported a position in FLEXSHARES TR (SKOR). 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
0.92% (2025 Q4)
Avg. % of fund
0.57%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 83,570 +26,119 +45.5% 0.92% $4.1M $48.76
2025 Q3 ADDED 57,451 +7,166 +14.3% 0.66% $2.8M $48.15
2025 Q2 ADDED 50,285 +4,251 +9.2% 0.51% $2.5M $47.14
2025 Q1 ADDED 46,034 +21,149 +85.0% 0.49% $2.2M $46.12
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SKOR price (monthly, adj. close)

Other funds also holding SKOR

As of 2025 Q4 — sorted by position size

Anderson Financial Strategies, LLC 6.21% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.48% Boltwood Capital Management 3Y 7Y 1.01% Vantage Financial Partners, LLC 3Y 0.71% CAP Partners, LLC 0.37% AE Wealth Management LLC 3Y 7Y 0.36% VestGen Investment Management 3Y 7Y 0.34% Mach-1 Financial Group, LLC 3Y 0.32% WealthCare Investment Partners, LLC 3Y 0.26% Cherry Tree Wealth Management, LLC 0.2%
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