Cerity Partners’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Cerity Partners’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 Q2	$386K	Hold	1,400	–	–	﹤0.01%	2607
2026 Q1	$338K	Hold	1,400	–	–	﹤0.01%	2529
2025 Q4	$348K	Hold	1,400	–	–	﹤0.01%	2312
2025 Q3	$339K	Hold	1,400	–	–	﹤0.01%	2201
2025 Q2	$314K	Hold	1,400	–	–	﹤0.01%	2135
2025 Q1	$288K	Sell	1,400 -348	-20%	-$75.4K	﹤0.01%	2040
2024 Q4	$377K	Buy	+1,748	New	+$383K	﹤0.01%	1920
2023 Q2	–	Sell	-2,276	Closed	-$357K	–	1942
2023 Q1	$357K	Buy	+2,276	New	+$355K	﹤0.01%	1455

Other funds holding TILT

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners's TILT Position: Q2 2026 in Review

Cerity Partners held its FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) position steady in Q2 2026 at 1,400 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Cerity Partners first reported a position in TILT in Q1 2023 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

Cerity Partners held 1,400 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $386K as of Q2 2026.
Cerity Partners left its FlexShares Morningstar US Market Factors Tilt Index Fund share count unchanged in Q2 2026.
FlexShares Morningstar US Market Factors Tilt Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2607 holding.
Cerity Partners first reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund in Q1 2023 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.