Baird Financial Group’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Baird Financial Group’s Portfolio TILT Stock Details TILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$357K	Hold	1,480	–	–	﹤0.01%	1585
2025 Q4	$368K	Hold	1,480	–	–	﹤0.01%	1576
2025 Q3	$359K	Hold	1,480	–	–	﹤0.01%	1573
2025 Q2	$332K	Hold	1,480	–	–	﹤0.01%	1548
2025 Q1	$304K	Hold	1,480	–	–	﹤0.01%	1554
2024 Q4	$320K	Hold	1,480	–	–	﹤0.01%	1529
2024 Q3	$315K	Hold	1,480	–	–	﹤0.01%	1528
2024 Q2	$296K	Hold	1,480	–	–	﹤0.01%	1563
2024 Q1	$294K	Hold	1,480	–	–	﹤0.01%	1558
2023 Q4	$270K	Buy	+1,480	New	+$249K	﹤0.01%	1554

Other funds holding TILT

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

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

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's TILT Position: Q1 2026 in Review

Baird Financial Group held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q1 2026 at 1,480 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Baird Financial Group first reported a position in TILT in Q4 2023 and has held it in 10 quarters since. The position peaked at $368K in Q4 2025. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Baird Financial Group held 1,480 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $357K as of Q1 2026.
Baird Financial Group left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q1 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1585 holding.
Baird Financial Group first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q4 2023 and has held it in 10 quarters since.
Baird Financial Group's FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $368K in Q4 2025.
110 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.