Cambridge Investment Research Advisors’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Cambridge Investment Research Advisors’s Portfolio TLTD Stock Details TLTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$745K	Buy	7,599 +452	+6%	+$44.9K	﹤0.01%	2384
2026 Q1	$672K	Buy	7,147 +210	+3%	+$20.4K	﹤0.01%	2544
2025 Q4	$643K	Sell	6,937 -45	-0.6%	-$4.06K	﹤0.01%	2488
2025 Q3	$620K	Buy	6,982 +45	+0.6%	+$3.87K	﹤0.01%	2468
2025 Q2	$579K	Hold	6,937	–	–	﹤0.01%	2407
2025 Q1	$519K	Hold	6,937	–	–	﹤0.01%	2405
2024 Q4	$478K	Sell	6,937 -7	-0.1%	-$501	﹤0.01%	2465
2024 Q3	$521K	Hold	6,944	–	–	﹤0.01%	2378
2024 Q2	$485K	Hold	6,944	–	–	﹤0.01%	2323
2024 Q1	$498K	Sell	6,944 -120	-2%	-$8.23K	﹤0.01%	2278
2023 Q4	$482K	Hold	7,064	–	–	﹤0.01%	2204
2023 Q3	$442K	Sell	7,064 -759	-10%	-$49.3K	﹤0.01%	2190
2023 Q2	$508K	Buy	7,823 +15	+0.2%	+$979	﹤0.01%	2127
2023 Q1	$503K	Hold	7,808	–	–	﹤0.01%	2067
2022 Q4	$471K	Hold	7,808	–	–	﹤0.01%	2062
2022 Q3	$404K	Hold	7,808	–	–	﹤0.01%	2112
2022 Q2	$450K	Hold	7,808	–	–	﹤0.01%	2040
2022 Q1	$531K	Hold	7,808	–	–	﹤0.01%	2050
2021 Q4	$562K	Buy	7,808 +759	+11%	+$55K	﹤0.01%	2014
2021 Q3	$506K	Hold	7,049	–	–	﹤0.01%	2046
2021 Q2	$515K	Hold	7,049	–	–	﹤0.01%	2033
2021 Q1	$493K	Buy	7,049 +105	+2%	+$7.22K	﹤0.01%	1915
2020 Q4	$458K	Hold	6,944	–	–	﹤0.01%	1829
2020 Q3	$389K	Hold	6,944	–	–	﹤0.01%	1769
2020 Q2	$371K	Hold	6,944	–	–	﹤0.01%	1724
2020 Q1	$322K	Sell	6,944 -4,418	-39%	-$256K	﹤0.01%	1636
2019 Q4	$738K	Hold	11,362	–	–	0.01%	1332
2019 Q3	$684K	Buy	11,362 +92	+0.8%	+$5.48K	0.01%	1294
2019 Q2	$685K	Buy	+11,270	New	+$687K	0.01%	1245

Other funds holding TLTD

CNBT

Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Cambridge Investment Research Advisors's TLTD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) stake by 6.3% in Q2 2026, buying an estimated $44.9K and bringing the position to 7,599 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Cambridge Investment Research Advisors first reported a position in TLTD in Q2 2019 and has held it in 29 quarters since. 22 funds tracked by Wall St. Rank hold TLTD as of Q2 2026.

Cambridge Investment Research Advisors held 7,599 shares of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund worth $745K as of Q2 2026.
Cambridge Investment Research Advisors bought 452 FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund shares in Q2 2026, an estimated $44.9K.
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2384 holding.
Cambridge Investment Research Advisors first reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in Q2 2019 and has held it in 29 quarters since.
22 funds tracked by Wall St. Rank held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.