McDonald Partners’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

McDonald Partners’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-143	Closed	-$7.01K	–	478
2021 Q4	$7.01K	Buy	+143	New	+$7.05K	0.01%	220

Other funds holding HYGV

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return