HYGV FLEXSHARES TR

Ownership history in REDW Wealth LLC  ·  22 quarters on record

AI Ownership Summary

REDW Wealth LLC reported FLEXSHARES TR (HYGV) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.18% in 2023 Q4. The latest visible filing shows HYGV at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REDW Wealth LLC's position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HYGV was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How REDW Wealth LLC held HYGV — position size vs. price
% of Fund (quarterly)    HYGV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 28,397 -9,499 -25.1% 0.44% $1.2M 2026-02-14 (Est.) $40.41
2025 Q3 REDUCED 37,896 -12,300 -24.5% 0.59% $1.6M 2025-10-31 $39.46
2025 Q2 REDUCED 50,196 -32,488 -39.3% 0.82% $2.1M 2025-08-04 $38.83
2025 Q1 REDUCED 82,684 -21,066 -20.3% 1.24% $3.3M 2025-04-29 $37.27
2024 Q4 REDUCED 103,750 -59,687 -36.5% 1.47% $4.2M 2025-02-07 $37.55
2024 Q3 REDUCED 163,437 -53,786 -24.8% 1.75% $6.8M 2024-10-29 $36.81
2024 Q2 REDUCED 217,223 -7,342 -3.3% 2.30% $8.8M 2024-08-12 $35.76
2024 Q1 REDUCED 224,565 -46,827 -17.3% 2.49% $9.2M 2024-05-01 $34.77
2023 Q4 REDUCED 271,392 -57,648 -17.5% 3.18% $11.1M 2024-01-26 $34.51
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About REDW Wealth LLC and HYGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has REDW Wealth LLC reported owning HYGV?

REDW Wealth LLC reported HYGV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HYGV position in REDW Wealth LLC's portfolio?

The largest reported portfolio weight for HYGV was 3.18% in 2023 Q4.

What is the latest reported HYGV position on this page?

The most recent filing on this page is 2025 Q4, when REDW Wealth LLC reported 28,397 shares, equal to 0.44% of portfolio, with an estimated market value of $1.2M.

What does the chart on this HYGV ownership page compare?

The chart compares REDW Wealth LLC's quarterly HYGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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