Carson Wealth (CWM LLC)’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Carson Wealth (CWM LLC)’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	$48.3K	Hold	200	–	–	﹤0.01%	3840
2025 Q4	$50K	Hold	200	–	–	﹤0.01%	3609
2025 Q3	$48K	Hold	200	–	–	﹤0.01%	3566
2025 Q2	$45K	Hold	200	–	–	﹤0.01%	3368
2025 Q1	$41K	Hold	200	–	–	﹤0.01%	3149
2024 Q4	$43K	Hold	200	–	–	﹤0.01%	2922
2024 Q3	$43K	Hold	200	–	–	﹤0.01%	2808
2024 Q2	$40K	Hold	200	–	–	﹤0.01%	2625
2024 Q1	$40K	Hold	200	–	–	﹤0.01%	2454
2023 Q4	$36K	Hold	200	–	–	﹤0.01%	2383
2023 Q3	$33K	Hold	200	–	–	﹤0.01%	2352
2023 Q2	$34K	Hold	200	–	–	﹤0.01%	2280
2023 Q1	$31K	Buy	+200	New	+$31.2K	﹤0.01%	2213

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

Carson Wealth (CWM LLC)'s TILT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q1 2026 at 200 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Carson Wealth (CWM LLC) first reported a position in TILT in Q1 2023 and has held it in 13 quarters since. The position peaked at $50K in Q4 2025. 110 funds tracked by Wall St. Rank hold TILT as of Q1 2026.

Carson Wealth (CWM LLC) held 200 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $48.3K as of Q1 2026.
Carson Wealth (CWM LLC) 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 Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3840 holding.
Carson Wealth (CWM LLC) first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s FlexShares Morningstar US Market Factors Tilt Index Fund position peaked at $50K 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.